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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
WIA
World Investment Advisors
California
+$41.2M
2
AUB
Atlantic Union Bankshares
Virginia
+$20.7M
3
AAP
Arax Advisory Partners
Colorado
+$18.4M
4
LPL Financial
LPL Financial
California
+$14.4M
5
Bank of America
Bank of America
North Carolina
+$11.9M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
-$195M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$136M
3
MM
Main Management
California
-$60.5M
4
Wells Fargo
Wells Fargo
California
-$13.9M
5
Ameriprise
Ameriprise
Minnesota
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
751
Thompson Investment Management
Wisconsin
$59.7K – – –
MIA
752
Milestone Investment Advisors
Wisconsin
$55.3K – – –
MWA
753
Moser Wealth Advisors
Washington
$54.6K -$21.8K -240 -29%
OFG
754
Oxford Financial Group
Indiana
$54.6K – – –
ANBT
755
American National Bank & Trust
Texas
$53.1K +$273 +3 +0.5%
GI
756
GAMMA Investing
California
$52K – – –
SC
757
Steph & Co
Wisconsin
$50.9K – – –
CPG
758
Cornerstone Planning Group
New Jersey
$47.3K +$93 +1 +0.2%
RWM
759
RMG Wealth Management
Wisconsin
$46.8K +$46.8K +504 New
FGA
760
Fortis Group Advisors
New Jersey
$45.5K – – –
AC
761
AlphaCore Capital
California
$45.1K – – –
CTA
762
Colonial Trust Advisors
South Carolina
$45K – – –
SAM
763
Smartleaf Asset Management
Massachusetts
$44.2K -$454 -5 -1%
MMCM
764
Murphy & Mullick Capital Management
New York
$43.2K – – –
BFS
765
Burkett Financial Services
South Carolina
$42.8K +$91 +1 +0.2%
HNW
766
High Note Wealth
Minnesota
$41.1K – – –
AIA
767
Armor Investment Advisors
North Carolina
$40K – – –
FCAS
768
First Command Advisory Services
Texas
$39.9K -$18.1K -199 -31%
WBC
769
West Branch Capital
Massachusetts
$37.6K -$53K -582 -58%
RF
770
Rossby Financial
Florida
$37.6K -$9.19K -101 -20%
CICI
771
Capital Investment Counsel Inc
North Carolina
$37.3K +$1.64K +18 +5%
IAS
772
IMA Advisory Services
Colorado
$37.1K – – –
CB
773
Centennial Bank
Arkansas
$36.4K – – –
Qube Research & Technologies (QRT)
774
Qube Research & Technologies (QRT)
United Kingdom
$36.2K +$20K +220 +124%
SIS
775
Sound Income Strategies
Florida
$36.1K -$2.28K -25 -6%
29 30
31
32 33