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iShares S&P Mid-Cap 400 Growth ETF

859 hedge funds and large institutions have $6.11B 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, 204 increasing their positions, 310 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

34% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 310

Holders
859
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$473K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$41.2M
2 +$20.7M
3 +$18.4M
4
LPL Financial
LPL Financial
California
+$14.4M
5
Bank of America
Bank of America
North Carolina
+$11.9M

Top Sellers

1 -$195M
2 -$136M
3 -$60.5M
4
Wells Fargo
Wells Fargo
California
-$13.9M
5
Ameriprise
Ameriprise
Minnesota
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
626
CNB Bank
Pennsylvania
$249K
FCCM
627
First City Capital Management
Georgia
$249K
IIC
628
Ironwood Investment Counsel
Arizona
$248K
EFS
629
Essex Financial Services
Connecticut
$248K
GMFG
630
Greater Midwest Financial Group
Minnesota
$247K
GPA
631
Garrison Point Advisors
California
$246K
HNWAG
632
High Net Worth Advisory Group
Florida
$246K
CWS
633
Confluence Wealth Services
Pennsylvania
$243K
AMG
634
Advisors Management Group
Wisconsin
$243K
TAM
635
Townsend Asset Management
North Carolina
$243K
PFA
636
Plotkin Financial Advisors
Maryland
$241K
BFS
637
Bradley Foster & Sargent
Connecticut
$237K
PPWM
638
Paragon Private Wealth Management
Kentucky
$236K
LIM
639
Leavell Investment Management
Alabama
$234K
TCM
640
Traynor Capital Management
Pennsylvania
$234K
LCM
641
Lazari Capital Management
California
$233K
FOFP
642
Fee-Only Financial Planning
South Carolina
$233K
TCA
643
Trifecta Capital Advisors
Illinois
$231K
MI
644
Moneywise Inc
Virginia
$230K
DIP
645
DT Investment Partners
Pennsylvania
$229K
TFA
646
Teamwork Financial Advisors
Texas
$229K
EW
647
Elyxium Wealth
California
$226K
BW
648
BIP Wealth
Georgia
$224K
FWA
649
FSM Wealth Advisors
Ohio
$223K
PCM
650
Park Capital Management
Wisconsin
$223K