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iShares S&P Mid-Cap 400 Growth ETF

859 hedge funds and large institutions have $6.11B 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, 204 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: 204 | Existing positions reduced: 310

Holders
859
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
SWP
726
Strategic Wealth Partners
Ohio
$106K
SIC
727
Salem Investment Counselors
North Carolina
$106K
FCMT
728
Founders Capital Management (Texas)
Texas
$102K
WAG
729
Windsor Advisory Group
Ohio
$97.9K
ACA
730
Aptus Capital Advisors
Alabama
$92.2K
FP
731
Financial Perspectives
Minnesota
$91.9K
DF
732
Dunhill Financial
United Kingdom
$91.4K
TIM
733
Total Investment Management
Arizona
$89.5K
EPW
734
Evergreen Private Wealth
Colorado
$87.9K
BFPW
735
BOK Financial Private Wealth
Colorado
$87.3K
FWM
736
FSA Wealth Management
Massachusetts
$86.4K
T
737
Tidemark
California
$84.1K
ST
738
Smithfield Trust
Pennsylvania
$83K
MCM
739
Mill Capital Management
North Carolina
$81.9K
AG
740
AmeriFlex Group
Nevada
$81.7K
KPP
741
Kings Path Partners
Texas
$77.6K
GWSG
742
GPS Wealth Strategies Group
Colorado
$76.2K
KSWA
743
Kathleen S. Wright Associates
Pennsylvania
$75.7K
MEG
744
Millstone Evans Group
Colorado
$75.2K
CIAS
745
Capital Investment Advisory Services
North Carolina
$70.1K
SMA
746
Sage Mountain Advisors
Georgia
$66K
JGIA
747
Jackson Grant Investment Advisers
Connecticut
$65.4K
HNB
748
Hilltop National Bank
Wyoming
$63.7K
RP
749
Rice Partnership
Hawaii
$63.1K
YDMI
750
Y.D. More Investments
Israel
$61.9K