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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 %
FCCM
626
First City Capital Management
Georgia
$249K – – –
IIC
627
Ironwood Investment Counsel
Arizona
$248K – – –
EFS
628
Essex Financial Services
Connecticut
$248K +$10.2K +112 +4%
GMFG
629
Greater Midwest Financial Group
Minnesota
$247K +$364 +4 +0.1%
GPA
630
Garrison Point Advisors
California
$246K -$9.1K -100 -4%
HNWAG
631
High Net Worth Advisory Group
Florida
$246K – – –
CWS
632
Confluence Wealth Services
Pennsylvania
$243K – – –
AMG
633
Advisors Management Group
Wisconsin
$243K – – –
TAM
634
Townsend Asset Management
North Carolina
$243K – – –
PFA
635
Plotkin Financial Advisors
Maryland
$241K – – –
BFS
636
Bradley Foster & Sargent
Connecticut
$237K -$45.5K -500 -16%
PPWM
637
Paragon Private Wealth Management
Kentucky
$236K – – –
LIM
638
Leavell Investment Management
Alabama
$234K – – –
TCM
639
Traynor Capital Management
Pennsylvania
$234K +$234K +2,550 New
LCM
640
Lazari Capital Management
California
$233K -$8.28K -91 -3%
FOFP
641
Fee-Only Financial Planning
South Carolina
$233K – – –
TCA
642
Trifecta Capital Advisors
Illinois
$231K – – –
MI
643
Moneywise Inc
Virginia
$230K +$182 +2 +0.1%
DIP
644
DT Investment Partners
Pennsylvania
$229K – – –
TFA
645
Teamwork Financial Advisors
Texas
$229K -$19.1K -210 -8%
EW
646
Elyxium Wealth
California
$226K – – –
BW
647
BIP Wealth
Georgia
$224K +$224K +2,467 New
FWA
648
FSM Wealth Advisors
Ohio
$223K +$223K +2,424 New
PCM
649
Park Capital Management
Wisconsin
$223K -$117K -1,285 -34%
TSS
650
Two Sigma Securities
New York
$223K +$223K +2,449 New
24 25
26
27 28