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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
701
CVA Family Office
Colorado
$164K
EWA
702
EverSource Wealth Advisors
Alabama
$163K
PB
703
Pinnacle Bancorp
Nebraska
$142K
CT
704
Clearstead Trust
Maine
$142K -$68K -747 -32%
KTC
705
Kentucky Trust Company
Kentucky
$142K
MHR
706
Matthew Hamilton Rosenberg
$141K
TCOT
707
Trust Company of Toledo
Ohio
$138K +$138K +1,520 New
PIP
708
Peachtree Investment Partners
Florida
$138K +$91 +1 +0.1%
DSC
709
Duncker Streett & Co
Missouri
$136K -$7.28K -80 -5%
GBT
710
Grove Bank & Trust
Florida
$134K
GWP
711
Gen-Wealth Partners
Michigan
$131K
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K
S
713
SignatureFD
Georgia
$124K -$70K -769 -36%
WB
714
Webster Bank
Connecticut
$123K +$123K +1,352 New
SAM
715
S.A. Mason
Michigan
$122K
PP
716
PFS Partners
New Jersey
$121K
RFA
717
Register Financial Advisors
Georgia
$118K -$20.5K -225 -15%
DFA
718
DHJJ Financial Advisors
Illinois
$116K -$15.9K -175 -12%
AAS
719
Ameritas Advisory Services
Nebraska
$115K -$809K -8,891 -88%
MA
720
Montag & Associates
Georgia
$114K
MSG
721
Main Street Group
Virginia
$113K +$10.1K +111 +10%
HCM
722
Horrell Capital Management
Arkansas
$111K
BTI
723
Blue Trust Inc
Georgia
$110K +$24.7K +272 +29%
CPA
724
Cardiff Park Advisors
California
$109K
SWP
725
Strategic Wealth Partners
Ohio
$106K +$106K +1,170 New