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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
TSS
651
Two Sigma Securities
New York
$223K
HCM
652
Highview Capital Management
Illinois
$223K
RZH
653
Relyea Zuckerberg Hanson
Connecticut
$222K
CAG
654
Csenge Advisory Group
Florida
$221K
BCI
655
Brinker Capital Investments
Pennsylvania
$221K
SMC
656
Smith, Moore & Co
Missouri
$220K
FLP
657
Financial Life Planners
Arizona
$220K
SWA
658
Strategies Wealth Advisors
Michigan
$220K
ICM
659
IMS Capital Management
Oregon
$219K
ETC
660
Exchange Traded Concepts
Oklahoma
$218K
BWM
661
Benchmark Wealth Management
Connecticut
$218K
PIMG
662
Patriot Investment Management Group
Tennessee
$216K
CD
663
Chapin Davis
Maryland
$216K
JEST
664
JTC Employer Solutions Trustee
Jersey
$215K
IPW
665
Intergy Private Wealth
Colorado
$214K
RCM
666
Radnor Capital Management
Pennsylvania
$214K
RIM
667
Rockbridge Investment Management
New York
$213K
SWA
668
Sightline Wealth Advisors
Connecticut
$212K
NIWA
669
New Insight Wealth Advisors
California
$210K
KOC
670
Koss-Olinger Consulting
Florida
$209K
Renaissance Technologies
671
Renaissance Technologies
New York
$209K
Legacy Financial Group (Iowa)
672
Legacy Financial Group (Iowa)
Iowa
$209K
TA
673
TFG Advisers
Michigan
$208K
LWM
674
Liberty Wealth Management
California
$208K
FIB
675
First Interstate Bank
Montana
$208K