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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
HWM
801
Hemington Wealth Management
Virginia
$19K
BWL
802
Bogart Wealth LLC
Virginia
$18.9K
CCMI
803
Creative Capital Management Investments
California
$18.6K
CAM
804
Creekmur Asset Management
Illinois
$18.5K
RPCA
805
Running Point Capital Advisors
California
$18.3K
SFC
806
SYM Financial Corp
Indiana
$18.2K
BA
807
Bristlecone Advisors
Washington
$18K
RA
808
Rise Advisors
New York
$17.7K
AWM
809
Atticus Wealth Management
Florida
$17.1K
NSIM
810
North Star Investment Management
Illinois
$15.8K
CBT
811
CoreFirst Bank & Trust
Kansas
$14.8K
MPCG
812
Matrix Private Capital Group
New York
$14.6K
MAS
813
MPWM Advisory Solutions
Georgia
$14.6K
PSB
814
Piscataqua Savings Bank
New Hampshire
$14.6K
BHWM
815
Beaird Harris Wealth Management
Texas
$14.5K
GG
816
Gleason Group
Kentucky
$14K
BA
817
Ballast Advisors
Minnesota
$13.6K
LBC
818
Lowe Brockenbrough & Co
Virginia
$13.4K
VWA
819
VSM Wealth Advisory
Maryland
$13.1K
NCM
820
Northwest Capital Management
Oregon
$12.8K
SC
821
Stephens Consulting
Michigan
$12.4K
TC
822
Trust Company
Kansas
$12.3K
DPW
823
DiNuzzo Private Wealth
Pennsylvania
$12K
CMBA
824
C.M. Bidwell & Associates
Hawaii
$11.3K
FMTCOCP
825
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K