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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RZH
651
Relyea Zuckerberg Hanson
Connecticut
$222K -$90K -989 -29%
CAG
652
Csenge Advisory Group
Florida
$221K +$221K +2,514 New
BCI
653
Brinker Capital Investments
Pennsylvania
$221K -$273 -3 -0.1%
SMC
654
Smith, Moore & Co
Missouri
$220K
FLP
655
Financial Life Planners
Arizona
$220K -$74.6K -820 -25%
SWA
656
Strategies Wealth Advisors
Michigan
$220K
ICM
657
IMS Capital Management
Oregon
$219K
ETC
658
Exchange Traded Concepts
Oklahoma
$218K +$218K +2,398 New
BWM
659
Benchmark Wealth Management
Connecticut
$218K +$218K +2,398 New
PIMG
660
Patriot Investment Management Group
Tennessee
$216K +$216K +2,376 New
CD
661
Chapin Davis
Maryland
$216K -$6.37K -70 -3%
JEST
662
JTC Employer Solutions Trustee
Jersey
$215K
IPW
663
Intergy Private Wealth
Colorado
$214K +$214K +2,356 New
RCM
664
Radnor Capital Management
Pennsylvania
$214K +$214K +2,352 New
RIM
665
Rockbridge Investment Management
New York
$213K -$12K -132 -5%
SWA
666
Sightline Wealth Advisors
Connecticut
$212K +$212K +2,328 New
NIWA
667
New Insight Wealth Advisors
California
$210K +$210K +2,311 New
KOC
668
Koss-Olinger Consulting
Florida
$209K +$209K +2,303 New
Renaissance Technologies
669
Renaissance Technologies
New York
$209K +$209K +2,300 New
Legacy Financial Group (Iowa)
670
Legacy Financial Group (Iowa)
Iowa
$209K +$209K +2,293 New
TA
671
TFG Advisers
Michigan
$208K +$208K +2,292 New
LWM
672
Liberty Wealth Management
California
$208K +$208K +2,289 New
FIB
673
First Interstate Bank
Montana
$208K +$208K +2,288 New
LG
674
LaFleur & Godfrey
Michigan
$208K -$15K -165 -7%
WWM
675
Wolff Wiese Magana
California
$208K