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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
801
Bogart Wealth LLC
Virginia
$18.9K
CCMI
802
Creative Capital Management Investments
California
$18.6K
CAM
803
Creekmur Asset Management
Illinois
$18.5K -$910 -10 -5%
RPCA
804
Running Point Capital Advisors
California
$18.3K
SFC
805
SYM Financial Corp
Indiana
$18.2K +$18.2K +200 New
BA
806
Bristlecone Advisors
Washington
$18K
RA
807
Rise Advisors
New York
$17.7K -$23.7K -261 -57%
AWM
808
Atticus Wealth Management
Florida
$17.1K
NSIM
809
North Star Investment Management
Illinois
$15.8K
CBT
810
CoreFirst Bank & Trust
Kansas
$14.8K +$14.8K +163 New
MPCG
811
Matrix Private Capital Group
New York
$14.6K
MAS
812
MPWM Advisory Solutions
Georgia
$14.6K
PSB
813
Piscataqua Savings Bank
New Hampshire
$14.6K
BHWM
814
Beaird Harris Wealth Management
Texas
$14.5K
GG
815
Gleason Group
Kentucky
$14K
BA
816
Ballast Advisors
Minnesota
$13.6K
LBC
817
Lowe Brockenbrough & Co
Virginia
$13.4K +$13.4K +147 New
VWA
818
VSM Wealth Advisory
Maryland
$13.1K
NCM
819
Northwest Capital Management
Oregon
$12.8K -$92.7K -1,020 -88%
SC
820
Stephens Consulting
Michigan
$12.4K
TC
821
Trust Company
Kansas
$12.3K
DPW
822
DiNuzzo Private Wealth
Pennsylvania
$12K
CMBA
823
C.M. Bidwell & Associates
Hawaii
$11.3K
FMTCOCP
824
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K +$11K +120 New
TTIC
825
Tower Trust & Investment Company
Iowa
$10.5K