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iShares S&P Mid-Cap 400 Growth ETF

861 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 78 funds opening new positions, 205 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: 205 | Existing positions reduced: 310

Holders
861
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
TAM
826
Tucker Asset Management
Colorado
$11.2K
FMTCOCP
827
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K
TTIC
828
Tower Trust & Investment Company
Iowa
$10.5K
ATC
829
Adirondack Trust Company
New York
$10.2K
PP
830
Pacifica Partners
Canada
$10.2K
CWM
831
CarsonAllaria Wealth Management
Illinois
$10.2K
BONH
832
Bank of New Hampshire
New Hampshire
$9.73K
CWIG
833
Chung Wu Investment Group
Texas
$9.1K
EWM
834
Evolution Wealth Management
Florida
$9.1K
T
835
Transce3nd
Texas
$8.92K
HFS
836
Hughes Financial Services
Virginia
$8.71K
EB
837
Eastern Bank
Massachusetts
$8.55K
AW
838
Avion Wealth
Texas
$8K
GM
839
GeoWealth Management
Illinois
$7.87K
SRCM
840
Signature Resources Capital Management
California
$7.73K
LFG
841
Larson Financial Group
Missouri
$7.28K
PWA
842
Provenance Wealth Advisors
Florida
$6.88K
EWM
843
EPG Wealth Management
Georgia
$6.55K
SC
844
Sawyer & Company
Massachusetts
$6K
CFD
845
Creative Financial Designs
Indiana
$5.85K
NMG
846
New Millennium Group
Utah
$5.46K
POIA
847
Pin Oak Investment Advisors
Texas
$5K
SN
848
Sittner & Nelson
Oregon
$4.37K
SWIM
849
Smallwood Wealth Investment Management
New Jersey
$4.37K
LWA
850
Lowe Wealth Advisors
Maryland
$3.64K