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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
HNB
76
Huntington National Bank
Ohio
$9.51M
BEC
77
Blue Edge Capital
Virginia
$9.06M
WPIC
78
White Pine Investment Company
Michigan
$9.02M
SWA
79
SOA Wealth Advisors
New York
$8.94M
BFM
80
Broadview Financial Management
Wisconsin
$8.89M
ATPW
81
Ashton Thomas Private Wealth
Arizona
$8.38M
JWA
82
JFS Wealth Advisors
Pennsylvania
$8.37M
ABC
83
Associated Banc-Corp
Wisconsin
$8.09M
MCCA
84
Mill Creek Capital Advisors
Pennsylvania
$7.97M
BMCM
85
Bryn Mawr Capital Management
Pennsylvania
$7.7M
CFO
86
Callan Family Office
Pennsylvania
$7.7M
RA
87
Rodgers & Associates
Pennsylvania
$7.53M
DP
88
Denver PWM
Colorado
$7.43M
SG
89
StoneX Group
New York
$7.21M
PAG
90
Private Advisor Group
New Jersey
$7.12M
GT
91
Greenleaf Trust
Michigan
$7.01M
HT
92
Heritage Trust
Oklahoma
$6.88M
OFS
93
Oldfather Financial Services
Nebraska
$6.79M
MBTD
94
Mechanics Bank - Trust Department
California
$6.71M
FCFC
95
First Citizens Financial Corp
Iowa
$6.63M
JFA
96
JNBA Financial Advisors
Minnesota
$6.59M
GIM
97
Goelzer Investment Management
Indiana
$6.22M
AAS
98
Avantax Advisory Services
Texas
$6.1M
HWM
99
HB Wealth Management
Georgia
$5.85M
CA
100
Centerpoint Advisors
Massachusetts
$5.82M