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iShares S&P Mid-Cap 400 Growth ETF

861 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 78 funds opening new positions, 205 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: 205 | Existing positions reduced: 310

Holders
861
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
CPA
726
Cardiff Park Advisors
California
$109K
SWP
727
Strategic Wealth Partners
Ohio
$106K
SIC
728
Salem Investment Counselors
North Carolina
$106K
FCMT
729
Founders Capital Management (Texas)
Texas
$102K
WAG
730
Windsor Advisory Group
Ohio
$97.9K
ACA
731
Aptus Capital Advisors
Alabama
$92.2K
FP
732
Financial Perspectives
Minnesota
$91.9K
DF
733
Dunhill Financial
United Kingdom
$91.4K
TIM
734
Total Investment Management
Arizona
$89.5K
EPW
735
Evergreen Private Wealth
Colorado
$87.9K
BFPW
736
BOK Financial Private Wealth
Colorado
$87.3K
FWM
737
FSA Wealth Management
Massachusetts
$86.4K
T
738
Tidemark
California
$84.1K
ST
739
Smithfield Trust
Pennsylvania
$83K
MCM
740
Mill Capital Management
North Carolina
$81.9K
AG
741
AmeriFlex Group
Nevada
$81.7K
KPP
742
Kings Path Partners
Texas
$77.6K
GWSG
743
GPS Wealth Strategies Group
Colorado
$76.2K
KSWA
744
Kathleen S. Wright Associates
Pennsylvania
$75.7K
MEG
745
Millstone Evans Group
Colorado
$75.2K
CIAS
746
Capital Investment Advisory Services
North Carolina
$70.1K
SMA
747
Sage Mountain Advisors
Georgia
$66K
JGIA
748
Jackson Grant Investment Advisers
Connecticut
$65.4K
HNB
749
Hilltop National Bank
Wyoming
$63.7K
RP
750
Rice Partnership
Hawaii
$63.1K