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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
GSWM
851
Golden State Wealth Management
California
$3.28K
HR
852
Howe & Rusling
New York
$2.79K
FG
853
Fairman Group
Pennsylvania
$2K
KFP
854
Keener Financial Planning
Texas
$2K
CIA
855
Cape Investment Advisory
Georgia
$1.82K
MBFW
856
Morton Brown Family Wealth
Pennsylvania
$1.46K
IRC
857
Investors Research Corp
Georgia
$910
PWA
858
Physician Wealth Advisors
Utah
$824
OHWP
859
Oak Harbor Wealth Partners
North Carolina
$728
BNP Paribas Financial Markets
860
BNP Paribas Financial Markets
France
$364
RWM
861
Rialto Wealth Management
New York
$364
RCM
862
Raleigh Capital Management
North Carolina
$87
MMEA
863
Main Management ETF Advisors
California
MSA
864
McAlister Sweet & Associates
Texas
AWS
865
Atria Wealth Solutions
New York
BDWCC
866
B&D White Capital Company
Texas
FCI
867
Financial Counselors Inc
Kansas
PA
868
PFG Advisors
Arizona
EWA
869
ERTS Wealth Advisors
Michigan
Thrivent Financial for Lutherans
870
Thrivent Financial for Lutherans
Minnesota
FTUS
871
Flow Traders U.S.
New York
YIH
872
Y-Intercept (HK)
Hong Kong
GFPC
873
Global Financial Private Client
Florida
PPW
874
Presilium Private Wealth
Pennsylvania
DQRIM
875
Dale Q Rice Investment Management
Washington