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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
CT
751
Caldwell Trust
Florida
$61.8K
TIM
752
Thompson Investment Management
Wisconsin
$59.7K
MIA
753
Milestone Investment Advisors
Wisconsin
$55.3K
MWA
754
Moser Wealth Advisors
Washington
$54.6K
OFG
755
Oxford Financial Group
Indiana
$54.6K
ANBT
756
American National Bank & Trust
Texas
$53.1K
GI
757
GAMMA Investing
California
$52K
SC
758
Steph & Co
Wisconsin
$50.9K
CPG
759
Cornerstone Planning Group
New Jersey
$47.3K
RWM
760
RMG Wealth Management
Wisconsin
$46.8K
FGA
761
Fortis Group Advisors
New Jersey
$45.5K
AC
762
AlphaCore Capital
California
$45.1K
CTA
763
Colonial Trust Advisors
South Carolina
$45K
SAM
764
Smartleaf Asset Management
Massachusetts
$44.2K
MMCM
765
Murphy & Mullick Capital Management
New York
$43.2K
BFS
766
Burkett Financial Services
South Carolina
$42.8K
HNW
767
High Note Wealth
Minnesota
$41.1K
AIA
768
Armor Investment Advisors
North Carolina
$40K
FCAS
769
First Command Advisory Services
Texas
$39.9K
WBC
770
West Branch Capital
Massachusetts
$37.6K
RF
771
Rossby Financial
Florida
$37.6K
CICI
772
Capital Investment Counsel Inc
North Carolina
$37.3K
IAS
773
IMA Advisory Services
Colorado
$37.1K
CB
774
Centennial Bank
Arkansas
$36.4K
Qube Research & Technologies (QRT)
775
Qube Research & Technologies (QRT)
United Kingdom
$36.2K