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iShares S&P Mid-Cap 400 Growth ETF

856 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 76 funds opening new positions, 206 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+11
Holders Change %
+1.3%
% 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
76
Increased
206
Reduced
308
Closed
52
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Shares
Change %
PP
826
Pacifica Partners
Canada
$10.2K
CWM
827
CarsonAllaria Wealth Management
Illinois
$10.2K
BONH
828
Bank of New Hampshire
New Hampshire
$9.74K -$109K -1,197 -92%
EWM
829
Evolution Wealth Management
Florida
$9.1K +$9.1K +100 New
CWIG
830
Chung Wu Investment Group
Texas
$9.1K +$9.1K +100 New
T
831
Transce3nd
Texas
$8.92K
HFS
832
Hughes Financial Services
Virginia
$8.71K -$3.89K -42 -31%
EB
833
Eastern Bank
Massachusetts
$8.55K +$8.55K +94 New
AW
834
Avion Wealth
Texas
$8K
GM
835
GeoWealth Management
Illinois
$7.87K -$274 -3 -3%
SRCM
836
Signature Resources Capital Management
California
$7.73K +$7.73K +85 New
LFG
837
Larson Financial Group
Missouri
$7.28K
PWA
838
Provenance Wealth Advisors
Florida
$6.88K
EWM
839
EPG Wealth Management
Georgia
$6.55K
SC
840
Sawyer & Company
Massachusetts
$6K
CFD
841
Creative Financial Designs
Indiana
$5.85K -$177K -1,934 -97%
NMG
842
New Millennium Group
Utah
$5.46K
POIA
843
Pin Oak Investment Advisors
Texas
$5K
SN
844
Sittner & Nelson
Oregon
$4.37K
LWA
845
Lowe Wealth Advisors
Maryland
$3.64K
GSWM
846
Golden State Wealth Management
California
$3.28K
HR
847
Howe & Rusling
New York
$2.8K -$12.2K -135 -81%
FG
848
Fairman Group
Pennsylvania
$2K
KFP
849
Keener Financial Planning
Texas
$2K
CIA
850
Cape Investment Advisory
Georgia
$1.82K