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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
TCG
126
Transcendent Capital Group
Oklahoma
$4.01M
CWM
127
Circle Wealth Management
New Jersey
$4M
NCM
128
Neumann Capital Management
California
$3.99M
BWM
129
BKM Wealth Management
Wisconsin
$3.97M
MML Investors Services
130
MML Investors Services
Massachusetts
$3.94M
LFAS
131
Level Four Advisory Services
Texas
$3.92M
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$3.91M
NWAG
133
Net Worth Advisory Group
Utah
$3.85M
JE
134
JMAC Enterprises
Pennsylvania
$3.82M
CWM
135
Cranbrook Wealth Management
Michigan
$3.73M
UB
136
UMB Bank
Missouri
$3.72M
AB
137
ANB Bank
Colorado
$3.61M
MCM
138
M1 Capital Management
Michigan
$3.59M
SIA
139
Soltis Investment Advisors
Utah
$3.57M
GRP
140
Global Retirement Partners
California
$3.53M
LKWM
141
Lee-Kelleher Wealth Management
Maryland
$3.52M
LC
142
LTG Capital
Massachusetts
$3.51M
FHB
143
First Hawaiian Bank
Hawaii
$3.43M
CIAS
144
CFS Investment Advisory Services
New Jersey
$3.42M
TRIA
145
Trail Ridge Investment Advisors
Colorado
$3.41M
MT
146
Midwest Trust
Kansas
$3.39M
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$3.38M
CA
148
Clearstead Advisors
Ohio
$3.35M
Kovitz Investment Group Partners
149
Kovitz Investment Group Partners
Illinois
$3.23M
AI
150
Atria Investments
North Carolina
$3.23M