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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 %
EWA
701
EverSource Wealth Advisors
Alabama
$163K
PB
702
Pinnacle Bancorp
Nebraska
$142K
CT
703
Clearstead Trust
Maine
$142K -$68K -747 -32%
KTC
704
Kentucky Trust Company
Kentucky
$142K
MHR
705
Matthew Hamilton Rosenberg
$141K
TCOT
706
Trust Company of Toledo
Ohio
$138K +$138K +1,520 New
PIP
707
Peachtree Investment Partners
Florida
$138K +$91 +1 +0.1%
DSC
708
Duncker Streett & Co
Missouri
$136K -$7.28K -80 -5%
GBT
709
Grove Bank & Trust
Florida
$134K
GWP
710
Gen-Wealth Partners
Michigan
$131K
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K
S
712
SignatureFD
Georgia
$124K -$70K -769 -36%
WB
713
Webster Bank
Connecticut
$123K +$123K +1,352 New
SAM
714
S.A. Mason
Michigan
$122K
PP
715
PFS Partners
New Jersey
$121K
RFA
716
Register Financial Advisors
Georgia
$118K -$20.5K -225 -15%
DFA
717
DHJJ Financial Advisors
Illinois
$116K -$15.9K -175 -12%
AAS
718
Ameritas Advisory Services
Nebraska
$115K -$809K -8,891 -88%
MA
719
Montag & Associates
Georgia
$114K
MSG
720
Main Street Group
Virginia
$113K +$10.1K +111 +10%
HCM
721
Horrell Capital Management
Arkansas
$111K
BTI
722
Blue Trust Inc
Georgia
$110K +$24.7K +272 +29%
CPA
723
Cardiff Park Advisors
California
$109K
SWP
724
Strategic Wealth Partners
Ohio
$106K +$106K +1,170 New
SIC
725
Salem Investment Counselors
North Carolina
$106K