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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 %
CWC
876
Carolinas Wealth Consulting
North Carolina
– -$394K -4,732 Closed
GS
877
GWN Securities
Florida
– -$391K -4,595 Closed
SWM
878
SeaCrest Wealth Management
New York
– -$358K -4,293 Closed
SCP
879
Stevens Capital Partners
Nebraska
– -$335K -4,028 Closed
American Century Companies
880
American Century Companies
Missouri
– -$333K -4,000 Closed
CAS
881
Coppell Advisory Solutions
Texas
– -$658K -3,616 Closed
AFM
882
Armstrong Fleming & Moore
District of Columbia
– -$278K -3,342 Closed
ACM
883
Advisors Capital Management
New Jersey
– -$244K -2,934 Closed
RCA
884
Riverview Capital Advisers
Massachusetts
– -$239K -2,865 Closed
NCTC
885
New Covenant Trust Company
Indiana
– -$212K -2,552 Closed
SAM
886
Strive Asset Management
Ohio
– -$208K -2,501 Closed
SIC
887
Sterling Investment Counsel
New York
– -$207K -2,485 Closed
GFP
888
Gryphon Financial Partners
Ohio
– -$165K -1,976 Closed
SIM
889
Synergy Investment Management
Florida
– -$101K -1,216 Closed
GCM
890
GKV Capital Management
California
– -$91.6K -1,100 Closed
MFA
891
Morling Financial Advisors
California
– -$90.1K -1,082 Closed
QCG
892
Quadrant Capital Group
Ohio
– -$83.3K -1,000 Closed
HH
893
HWG Holdings
Texas
– -$78K -937 Closed
FFA
894
Founders Financial Alliance
North Carolina
– -$62.9K -756 Closed
WT
895
Washington Trust
Rhode Island
– -$56.6K -680 Closed
QC
896
Quent Capital
New York
– -$48.1K -578 Closed
FFL
897
Financial Freedom LLC
Ohio
– -$30.6K -368 Closed
CA
898
Continuum Advisory
Idaho
– -$29K -348 Closed
AF
899
Atala Financial
California
– -$28.3K -340 Closed
SFG
900
Stonebridge Financial Group
Pennsylvania
– -$28.1K -338 Closed
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