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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 %
HCM
651
Highview Capital Management
Illinois
$223K -$31.8K -350 -13%
RZH
652
Relyea Zuckerberg Hanson
Connecticut
$222K -$90K -989 -29%
CAG
653
Csenge Advisory Group
Florida
$221K +$221K +2,514 New
BCI
654
Brinker Capital Investments
Pennsylvania
$221K -$273 -3 -0.1%
SMC
655
Smith, Moore & Co
Missouri
$220K – – –
FLP
656
Financial Life Planners
Arizona
$220K -$74.6K -820 -25%
SWA
657
Strategies Wealth Advisors
Michigan
$220K – – –
ICM
658
IMS Capital Management
Oregon
$219K – – –
ETC
659
Exchange Traded Concepts
Oklahoma
$218K +$218K +2,398 New
BWM
660
Benchmark Wealth Management
Connecticut
$218K +$218K +2,398 New
PIMG
661
Patriot Investment Management Group
Tennessee
$216K +$216K +2,376 New
CD
662
Chapin Davis
Maryland
$216K -$6.37K -70 -3%
JEST
663
JTC Employer Solutions Trustee
Jersey
$215K – – –
IPW
664
Intergy Private Wealth
Colorado
$214K +$214K +2,356 New
RCM
665
Radnor Capital Management
Pennsylvania
$214K +$214K +2,352 New
RIM
666
Rockbridge Investment Management
New York
$213K -$12K -132 -5%
SWA
667
Sightline Wealth Advisors
Connecticut
$212K +$212K +2,328 New
NIWA
668
New Insight Wealth Advisors
California
$210K +$210K +2,311 New
KOC
669
Koss-Olinger Consulting
Florida
$209K +$209K +2,303 New
Renaissance Technologies
670
Renaissance Technologies
New York
$209K +$209K +2,300 New
Legacy Financial Group (Iowa)
671
Legacy Financial Group (Iowa)
Iowa
$209K +$209K +2,293 New
TA
672
TFG Advisers
Michigan
$208K +$208K +2,292 New
LWM
673
Liberty Wealth Management
California
$208K +$208K +2,289 New
FIB
674
First Interstate Bank
Montana
$208K +$208K +2,288 New
LG
675
LaFleur & Godfrey
Michigan
$208K -$15K -165 -7%
25 26
27
28 29