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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 %
CA
101
Centerpoint Advisors
Massachusetts
$5.82M -$229K -2,515 -4%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$5.77M +$2.9M +31,835 +101%
GPA
103
Guidance Point Advisors
Massachusetts
$5.68M +$9.28K +102 +0.2%
M&T Bank
104
M&T Bank
New York
$5.63M -$15.1K -166 -0.3%
DI
105
DDFG Inc
California
$5.51M +$183K +2,015 +3%
I
106
InvesTrust
Oklahoma
$5.5M -$227K -2,500 -4%
IFA
107
Independence Financial Advisors
New Hampshire
$5.49M +$5.49M +60,359 New
AMG
108
Asset Management Group
Connecticut
$5.28M +$8.01K +88 +0.2%
SS
109
Sunbelt Securities
Texas
$5.19M -$96.7K -1,063 -2%
EWA
110
EP Wealth Advisors
California
$5.08M +$50.8K +558 +1%
CFG
111
Citizens Financial Group
Rhode Island
$5.02M +$462K +5,076 +10%
CCM
112
Coldstream Capital Management
Washington
$4.95M -$147K -1,612 -3%
TW
113
TritonPoint Wealth
Maryland
$4.71M -$30.3K -333 -0.6%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$4.71M +$744K +7,997 +19%
ITB
115
Idaho Trust Bank
Idaho
$4.7M +$712K +7,828 +18%
FFA
116
Farther Finance Advisors
California
$4.65M +$7.64K +84 +0.2%
FBB
117
Fulton Breakefield Broenniman
Maryland
$4.61M -$41.9K -460 -0.9%
BCM
118
Becker Capital Management
Oregon
$4.55M +$1.37K +15 +0%
Corient Private Wealth
119
Corient Private Wealth
Florida
$4.54M -$3.89M -42,566 -46%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$4.42M +$60.9K +669 +1%
FTWA
121
Fifth Third Wealth Advisors
Ohio
$4.36M -$482K -5,303 -10%
BA
122
Brightwater Advisory
Florida
$4.3M -$29.5K -324 -0.7%
WANY
123
Wealthspire Advisors (New York)
New York
$4.23M -$181K -1,986 -4%
WAM
124
Weinberger Asset Management
California
$4.12M -$80.8K -888 -2%
PCTC
125
Perkins Coie Trust Company
Washington
$4.12M -$63.6K -699 -2%
3 4
5
6 7