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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

857 hedge funds and large institutions have $6.12B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 206 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
857
Holders Change
+12
Holders Change %
+1.42%
% of All Funds
11.48%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
77
Increased
206
Reduced
308
Closed
52
Calls
$473K
Puts
–
Net Calls
+$473K
Net Calls Change
+$447K

Top Buyers

1
WIA
World Investment Advisors
California
+$41.2M
2
AUB
Atlantic Union Bankshares
Virginia
+$20.7M
3
AAP
Arax Advisory Partners
Colorado
+$18.4M
4
LPL Financial
LPL Financial
California
+$14.4M
5
Bank of America
Bank of America
North Carolina
+$11.9M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
-$195M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$136M
3
MM
Main Management
California
-$60.5M
4
Wells Fargo
Wells Fargo
California
-$13.9M
5
Ameriprise
Ameriprise
Minnesota
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
576
Strategic Blueprint
Georgia
$292K +$43.1K +474 +17%
DWM
577
David Wealth Management
Virginia
$291K +$32.9K +362 +13%
HFA
578
High Falls Advisors
New York
$291K -$36.4K -400 -11%
SNBOSD
579
Security National Bank of So Dak
Iowa
$291K – – –
MGIA
580
Matthew Goff Investment Advisor
Texas
$291K – – –
FTC
581
Farmers Trust Company
Ohio
$288K -$23.3K -256 -7%
IC
582
IEQ Capital
California
$288K +$273 +3 +0.1%
MPWS
583
McCarter Private Wealth Services
Massachusetts
$287K +$287K +3,155 New
TNB
584
Thomasville National Bank
Georgia
$285K -$36.9K -406 -11%
MAM
585
MMA Asset Management
Pennsylvania
$283K – – –
NW
586
NewEdge Wealth
Pennsylvania
$282K +$11.6K +126 +4%
NS
587
NBC Securities
Alabama
$282K – – –
ACI
588
Alpha Cubed Investments
California
$278K +$278K +3,054 New
CCA
589
Clearwater Capital Advisors
Illinois
$276K – – –
IFWM
590
Institute for Wealth Management
Colorado
$276K – – –
FMWA
591
Forvis Mazars Wealth Advisors
Missouri
$276K – – –
B
592
Bailard
California
$273K -$6.28K -69 -2%
CWM
593
Connecticut Wealth Management
Connecticut
$273K – – –
WHG
594
Westwood Holdings Group
Texas
$272K – – –
SC
595
Sapient Capital
Indiana
$272K – – –
EA
596
Eclectic Associates
California
$270K – – –
DWM
597
Dakota Wealth Management
Florida
$270K – – –
M
598
MOTCO
Texas
$268K – – –
SFG
599
Sage Financial Group
Pennsylvania
$268K – – –
HF
600
HRT Financial
New York
$268K +$268K +2,949 New
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