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iShares S&P Mid-Cap 400 Growth ETF

860 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 53 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: $ → $

more ownership

Funds ownership:

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

33% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 308

Holders
860
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
MAFA
801
MJT & Associates Financial Advisory
Minnesota
$19K
HWM
802
Hemington Wealth Management
Virginia
$19K
BWL
803
Bogart Wealth LLC
Virginia
$18.9K
CCMI
804
Creative Capital Management Investments
California
$18.6K
CAM
805
Creekmur Asset Management
Illinois
$18.5K
RPCA
806
Running Point Capital Advisors
California
$18.3K
SFC
807
SYM Financial Corp
Indiana
$18.2K
BA
808
Bristlecone Advisors
Washington
$18K
RA
809
Rise Advisors
New York
$17.7K
AWM
810
Atticus Wealth Management
Florida
$17.1K
NSIM
811
North Star Investment Management
Illinois
$15.8K
CBT
812
CoreFirst Bank & Trust
Kansas
$14.8K
MPCG
813
Matrix Private Capital Group
New York
$14.6K
MAS
814
MPWM Advisory Solutions
Georgia
$14.6K
PSB
815
Piscataqua Savings Bank
New Hampshire
$14.6K
BHWM
816
Beaird Harris Wealth Management
Texas
$14.5K
GG
817
Gleason Group
Kentucky
$14K
BA
818
Ballast Advisors
Minnesota
$13.6K
LBC
819
Lowe Brockenbrough & Co
Virginia
$13.4K
VWA
820
VSM Wealth Advisory
Maryland
$13.1K
NCM
821
Northwest Capital Management
Oregon
$12.8K
SC
822
Stephens Consulting
Michigan
$12.4K
TC
823
Trust Company
Kansas
$12.3K
DPW
824
DiNuzzo Private Wealth
Pennsylvania
$12K
CMBA
825
C.M. Bidwell & Associates
Hawaii
$11.3K