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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$9.52M +$2.46M +27,015 +35%
HNB
77
Huntington National Bank
Ohio
$9.51M -$8.73M – –
BEC
78
Blue Edge Capital
Virginia
$9.06M -$3.33M -36,593 -27%
WPIC
79
White Pine Investment Company
Michigan
$9.02M -$14.2K -156 -0.2%
SWA
80
SOA Wealth Advisors
New York
$8.94M -$2.18M -23,981 -20%
BFM
81
Broadview Financial Management
Wisconsin
$8.89M +$17.7K +195 +0.2%
ATPW
82
Ashton Thomas Private Wealth
Arizona
$8.38M +$196K +2,158 +2%
JWA
83
JFS Wealth Advisors
Pennsylvania
$8.37M -$144K -1,582 -2%
ABC
84
Associated Banc-Corp
Wisconsin
$8.09M -$346K -3,799 -4%
MCCA
85
Mill Creek Capital Advisors
Pennsylvania
$7.97M -$5.46K -60 -0.1%
BMCM
86
Bryn Mawr Capital Management
Pennsylvania
$7.7M -$9.64K -106 -0.1%
CFO
87
Callan Family Office
Pennsylvania
$7.7M -$547K -6,016 -7%
RA
88
Rodgers & Associates
Pennsylvania
$7.53M -$122K -1,336 -2%
DP
89
Denver PWM
Colorado
$7.43M +$453K +4,982 +7%
SG
90
StoneX Group
New York
$7.21M -$68.8K -756 -0.9%
PAG
91
Private Advisor Group
New Jersey
$7.12M -$654K -7,190 -8%
GT
92
Greenleaf Trust
Michigan
$7.01M -$190K -2,083 -3%
HT
93
Heritage Trust
Oklahoma
$6.88M +$1.34M +14,695 +24%
OFS
94
Oldfather Financial Services
Nebraska
$6.79M +$284K +3,118 +4%
MBTD
95
Mechanics Bank - Trust Department
California
$6.71M -$703K -7,731 -9%
FCFC
96
First Citizens Financial Corp
Iowa
$6.63M +$367K +4,036 +6%
JFA
97
JNBA Financial Advisors
Minnesota
$6.59M -$60.2K -662 -0.9%
GIM
98
Goelzer Investment Management
Indiana
$6.22M -$21.1K -232 -0.3%
AAS
99
Avantax Advisory Services
Texas
$6.1M -$1.86M -20,484 -23%
HWM
100
HB Wealth Management
Georgia
$5.85M -$206K -2,260 -3%
2 3
4
5 6