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iShares S&P Mid-Cap 400 Growth ETF

859 hedge funds and large institutions have $6.11B 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, 204 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: 204 | Existing positions reduced: 310

Holders
859
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
TTIC
826
Tower Trust & Investment Company
Iowa
$10.5K
ATC
827
Adirondack Trust Company
New York
$10.2K
PP
828
Pacifica Partners
Canada
$10.2K
CWM
829
CarsonAllaria Wealth Management
Illinois
$10.2K
BONH
830
Bank of New Hampshire
New Hampshire
$9.73K
CWIG
831
Chung Wu Investment Group
Texas
$9.1K
EWM
832
Evolution Wealth Management
Florida
$9.1K
T
833
Transce3nd
Texas
$8.92K
HFS
834
Hughes Financial Services
Virginia
$8.71K
EB
835
Eastern Bank
Massachusetts
$8.55K
AW
836
Avion Wealth
Texas
$8K
GM
837
GeoWealth Management
Illinois
$7.87K
SRCM
838
Signature Resources Capital Management
California
$7.73K
LFG
839
Larson Financial Group
Missouri
$7.28K
PWA
840
Provenance Wealth Advisors
Florida
$6.88K
EWM
841
EPG Wealth Management
Georgia
$6.55K
SC
842
Sawyer & Company
Massachusetts
$6K
CFD
843
Creative Financial Designs
Indiana
$5.85K
NMG
844
New Millennium Group
Utah
$5.46K
POIA
845
Pin Oak Investment Advisors
Texas
$5K
SN
846
Sittner & Nelson
Oregon
$4.37K
SWIM
847
Smallwood Wealth Investment Management
New Jersey
$4.37K
LWA
848
Lowe Wealth Advisors
Maryland
$3.64K
GSWM
849
Golden State Wealth Management
California
$3.28K
HR
850
Howe & Rusling
New York
$2.79K