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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$5.77M
GPA
102
Guidance Point Advisors
Massachusetts
$5.68M
M&T Bank
103
M&T Bank
New York
$5.63M
DI
104
DDFG Inc
California
$5.51M
I
105
InvesTrust
Oklahoma
$5.5M
IFA
106
Independence Financial Advisors
New Hampshire
$5.49M
AMG
107
Asset Management Group
Connecticut
$5.28M
SS
108
Sunbelt Securities
Texas
$5.19M
EWA
109
EP Wealth Advisors
California
$5.08M
CFG
110
Citizens Financial Group
Rhode Island
$5.02M
CCM
111
Coldstream Capital Management
Washington
$4.95M
TW
112
TritonPoint Wealth
Maryland
$4.71M
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$4.71M
ITB
114
Idaho Trust Bank
Idaho
$4.7M
FFA
115
Farther Finance Advisors
California
$4.65M
FBB
116
Fulton Breakefield Broenniman
Maryland
$4.61M
BCM
117
Becker Capital Management
Oregon
$4.55M
Corient Private Wealth
118
Corient Private Wealth
Florida
$4.53M
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$4.42M
FTWA
120
Fifth Third Wealth Advisors
Ohio
$4.36M
BA
121
Brightwater Advisory
Florida
$4.3M
WANY
122
Wealthspire Advisors (New York)
New York
$4.23M
WAM
123
Weinberger Asset Management
California
$4.12M
PCTC
124
Perkins Coie Trust Company
Washington
$4.12M
Citigroup
125
Citigroup
New York
$4.07M