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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 %
WWM
676
Wolff Wiese Magana
California
$208K – – –
BAM
677
Belpointe Asset Management
Nevada
$206K +$206K +2,268 New
GLA
678
Good Life Advisors
Pennsylvania
$206K +$206K +2,263 New
CG
679
CFO4Life Group
Texas
$205K -$63.7K -700 -24%
GBWM
680
Granite Bay Wealth Management
New Hampshire
$204K +$204K +2,247 New
AIA
681
Arcadia Investment Advisors
Idaho
$204K – – –
HCWM
682
Hidden Cove Wealth Management
Washington
$204K +$204K +2,240 New
KA
683
Klingman & Associates
New York
$204K +$204K +2,239 New
RBFC
684
Roman Butler Fullerton & Co
Missouri
$203K +$203K +2,148 New
NC
685
North Capital
Utah
$203K – – –
JSW
686
Journey Strategic Wealth
New Jersey
$202K +$202K +2,217 New
RWP
687
Revolve Wealth Partners
New Jersey
$202K +$202K +2,215 New
BSI
688
Bennett Selby Investments
Maine
$201K -$27.3K -300 -12%
GWP
689
Gateway Wealth Partners
Wisconsin
$201K +$201K +2,210 New
CCM
690
Colorado Capital Management
Colorado
$200K +$200K +2,199 New
NEWAS
691
N.E.W. Advisory Services
Wisconsin
$198K – – –
MCA
692
Midwest Capital Advisors
Michigan
$197K – – –
WPA
693
Wealth Preservation Advisors
Tennessee
$194K – – –
ADL
694
Asset Dedication LLC
California
$180K – – –
SNB
695
Security National Bank
Nebraska
$178K – – –
NP
696
NorthRock Partners
Minnesota
$175K +$3.46K +38 +2%
LB
697
Legacy Bridge
Iowa
$173K -$273 -3 -0.2%
FDCDDQ
698
Federation des caisses Desjardins du Quebec
Quebec, Canada
$172K – – –
WPA
699
West Paces Advisors
Georgia
$168K +$14.7K +162 +10%
VNA
700
Valley National Advisers
Pennsylvania
$167K – – –
26 27
28
29 30