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

856 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 76 funds opening new positions, 206 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+11
Holders Change %
+1.3%
% 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
76
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 %
IIC
626
Ironwood Investment Counsel
Arizona
$248K – – –
EFS
627
Essex Financial Services
Connecticut
$248K +$10.2K +112 +4%
GMFG
628
Greater Midwest Financial Group
Minnesota
$247K +$364 +4 +0.1%
GPA
629
Garrison Point Advisors
California
$246K -$9.1K -100 -4%
HNWAG
630
High Net Worth Advisory Group
Florida
$246K – – –
CWS
631
Confluence Wealth Services
Pennsylvania
$243K – – –
AMG
632
Advisors Management Group
Wisconsin
$243K – – –
TAM
633
Townsend Asset Management
North Carolina
$243K – – –
PFA
634
Plotkin Financial Advisors
Maryland
$241K – – –
BFS
635
Bradley Foster & Sargent
Connecticut
$237K -$45.5K -500 -16%
PPWM
636
Paragon Private Wealth Management
Kentucky
$236K – – –
LIM
637
Leavell Investment Management
Alabama
$234K – – –
TCM
638
Traynor Capital Management
Pennsylvania
$234K +$234K +2,550 New
LCM
639
Lazari Capital Management
California
$233K -$8.28K -91 -3%
FOFP
640
Fee-Only Financial Planning
South Carolina
$233K – – –
TCA
641
Trifecta Capital Advisors
Illinois
$231K – – –
MI
642
Moneywise Inc
Virginia
$230K +$182 +2 +0.1%
DIP
643
DT Investment Partners
Pennsylvania
$229K – – –
TFA
644
Teamwork Financial Advisors
Texas
$229K -$19.1K -210 -8%
EW
645
Elyxium Wealth
California
$226K – – –
BW
646
BIP Wealth
Georgia
$224K +$224K +2,467 New
FWA
647
FSM Wealth Advisors
Ohio
$223K +$223K +2,424 New
PCM
648
Park Capital Management
Wisconsin
$223K -$117K -1,285 -34%
TSS
649
Two Sigma Securities
New York
$223K +$223K +2,449 New
HCM
650
Highview Capital Management
Illinois
$223K -$31.8K -350 -13%
24 25
26
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