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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
WIA
World Investment Advisors
California
+$41.2M
2
AUB
Atlantic Union Bankshares
Virginia
+$20.7M
3
AAP
Arax Advisory Partners
Colorado
+$18.4M
4
LPL Financial
LPL Financial
California
+$14.4M
5
Bank of America
Bank of America
North Carolina
+$11.9M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
-$195M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$136M
3
MM
Main Management
California
-$60.5M
4
Wells Fargo
Wells Fargo
California
-$13.9M
5
Ameriprise
Ameriprise
Minnesota
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
851
Cape Investment Advisory
Georgia
$1.82K – – –
MBFW
852
Morton Brown Family Wealth
Pennsylvania
$1.46K -$7.01K -77 -83%
IRC
853
Investors Research Corp
Georgia
$910 – – –
PWA
854
Physician Wealth Advisors
Utah
$824 – – –
OHWP
855
Oak Harbor Wealth Partners
North Carolina
$728 +$728 +8 New
BNP Paribas Financial Markets
856
BNP Paribas Financial Markets
France
$364 -$9.13M -100,296 -100%
RWM
857
Rialto Wealth Management
New York
$364 – – –
RCM
858
Raleigh Capital Management
North Carolina
$87 – – –
MMEA
859
Main Management ETF Advisors
California
– -$195M -2,341,865 Closed
MSA
860
McAlister Sweet & Associates
Texas
– -$5.75M -69,061 Closed
AWS
861
Atria Wealth Solutions
New York
– -$5.46M -65,597 Closed
BDWCC
862
B&D White Capital Company
Texas
– -$3.64M -43,736 Closed
FCI
863
Financial Counselors Inc
Kansas
– -$3M -36,025 Closed
PA
864
PFG Advisors
Arizona
– -$1.78M -21,371 Closed
EWA
865
ERTS Wealth Advisors
Michigan
– -$1.33M -15,952 Closed
Thrivent Financial for Lutherans
866
Thrivent Financial for Lutherans
Minnesota
– -$1.4M -14,326 Closed
FTUS
867
Flow Traders U.S.
New York
– -$945K -11,343 Closed
YIH
868
Y-Intercept (HK)
Hong Kong
– -$941K -11,301 Closed
GFPC
869
Global Financial Private Client
Florida
– -$849K -10,193 Closed
PPW
870
Presilium Private Wealth
Pennsylvania
– -$689K -8,275 Closed
DQRIM
871
Dale Q Rice Investment Management
Washington
– -$574K -6,890 Closed
OPWM
872
Oxinas Partners Wealth Management
Indiana
– -$509K -6,110 Closed
PAS
873
Park Avenue Securities
New York
– -$456K -5,475 Closed
TC
874
TownSquare Capital
Utah
– -$455K -5,464 Closed
CFG
875
Clayton Financial Group
Missouri
– -$394K -4,736 Closed
33 34
35
36 37