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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
FMTCOCP
826
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K
TTIC
827
Tower Trust & Investment Company
Iowa
$10.5K
ATC
828
Adirondack Trust Company
New York
$10.2K
PP
829
Pacifica Partners
Canada
$10.2K
CWM
830
CarsonAllaria Wealth Management
Illinois
$10.2K
BONH
831
Bank of New Hampshire
New Hampshire
$9.73K
CWIG
832
Chung Wu Investment Group
Texas
$9.1K
EWM
833
Evolution Wealth Management
Florida
$9.1K
T
834
Transce3nd
Texas
$8.92K
HFS
835
Hughes Financial Services
Virginia
$8.71K
EB
836
Eastern Bank
Massachusetts
$8.55K
AW
837
Avion Wealth
Texas
$8K
GM
838
GeoWealth Management
Illinois
$7.87K
SRCM
839
Signature Resources Capital Management
California
$7.73K
LFG
840
Larson Financial Group
Missouri
$7.28K
PWA
841
Provenance Wealth Advisors
Florida
$6.88K
EWM
842
EPG Wealth Management
Georgia
$6.55K
SC
843
Sawyer & Company
Massachusetts
$6K
CFD
844
Creative Financial Designs
Indiana
$5.85K
NMG
845
New Millennium Group
Utah
$5.46K
POIA
846
Pin Oak Investment Advisors
Texas
$5K
SWIM
847
Smallwood Wealth Investment Management
New Jersey
$4.37K
SN
848
Sittner & Nelson
Oregon
$4.37K
LWA
849
Lowe Wealth Advisors
Maryland
$3.64K
GSWM
850
Golden State Wealth Management
California
$3.28K