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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
SIS
776
Sound Income Strategies
Florida
$36.1K
HDIM
777
Hanson & Doremus Investment Management
Vermont
$36K
QWM
778
Quaker Wealth Management
New Jersey
$34.9K
CFP
779
Comprehensive Financial Planning
Pennsylvania
$34.4K
PCM
780
Palouse Capital Management
Washington
$33.5K
GC
781
Garde Capital
Washington
$33.5K
AP
782
Atwood & Palmer
Missouri
$33.2K
BMC
783
Bear Mountain Capital
Washington
$32.7K
AWM
784
Abound Wealth Management
Tennessee
$30.8K
HCM
785
Hollencrest Capital Management
California
$29.1K
MYIA
786
Mount Yale Investment Advisors
Colorado
$28.9K
PCFFS
787
Pacific Center for Financial Services
California
$28K
KB
788
Kimelman & Baird
New York
$27.3K
FPB
789
First PREMIER Bank
South Dakota
$27K
AGWCA
790
Annis Gardner Whiting Capital Advisors
Florida
$26.2K
WIM
791
Westside Investment Management
California
$26.2K
CTC
792
Central Trust Company
Missouri
$26.1K
GWANC
793
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.6K
CNBTD
794
Citizens National Bank Trust Department
Mississippi
$25.5K
RIL
795
Rothschild Investment LLC
Illinois
$24.7K
BTD
796
BankPlus Trust Department
Mississippi
$21.2K
FCG
797
Financial Connections Group
California
$21K
TFGT
798
TS Financial Group (TSFG)
Illinois
$21K
AIC
799
Archer Investment Corporation
Indiana
$19.4K
MAFA
800
MJT & Associates Financial Advisory
Minnesota
$19K