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