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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 %
MIA
751
Milestone Investment Advisors
Wisconsin
$55.3K
MWA
752
Moser Wealth Advisors
Washington
$54.6K -$21.8K -240 -29%
OFG
753
Oxford Financial Group
Indiana
$54.6K
ANBT
754
American National Bank & Trust
Texas
$53.1K +$273 +3 +0.5%
GI
755
GAMMA Investing
California
$52K
SC
756
Steph & Co
Wisconsin
$50.9K
CPG
757
Cornerstone Planning Group
New Jersey
$47.3K +$93 +1 +0.2%
RWM
758
RMG Wealth Management
Wisconsin
$46.8K +$46.8K +504 New
FGA
759
Fortis Group Advisors
New Jersey
$45.5K
AC
760
AlphaCore Capital
California
$45.1K
CTA
761
Colonial Trust Advisors
South Carolina
$45K
SAM
762
Smartleaf Asset Management
Massachusetts
$44.2K -$454 -5 -1%
MMCM
763
Murphy & Mullick Capital Management
New York
$43.2K
BFS
764
Burkett Financial Services
South Carolina
$42.8K +$91 +1 +0.2%
HNW
765
High Note Wealth
Minnesota
$41.1K
AIA
766
Armor Investment Advisors
North Carolina
$40K
FCAS
767
First Command Advisory Services
Texas
$39.9K -$18.1K -199 -31%
WBC
768
West Branch Capital
Massachusetts
$37.6K -$53K -582 -58%
RF
769
Rossby Financial
Florida
$37.6K -$9.19K -101 -20%
CICI
770
Capital Investment Counsel Inc
North Carolina
$37.3K +$1.64K +18 +5%
IAS
771
IMA Advisory Services
Colorado
$37.1K
CB
772
Centennial Bank
Arkansas
$36.4K
Qube Research & Technologies (QRT)
773
Qube Research & Technologies (QRT)
United Kingdom
$36.2K +$20K +220 +124%
SIS
774
Sound Income Strategies
Florida
$36.1K -$2.28K -25 -6%
HDIM
775
Hanson & Doremus Investment Management
Vermont
$36K