IJK icon

iShares S&P Mid-Cap 400 Growth ETF

861 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 78 funds opening new positions, 205 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: 205 | Existing positions reduced: 310

Holders
861
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
Citigroup
126
Citigroup
New York
$4.07M
TCG
127
Transcendent Capital Group
Oklahoma
$4.01M
CWM
128
Circle Wealth Management
New Jersey
$4M
NCM
129
Neumann Capital Management
California
$3.99M
BWM
130
BKM Wealth Management
Wisconsin
$3.97M
MML Investors Services
131
MML Investors Services
Massachusetts
$3.94M
LFAS
132
Level Four Advisory Services
Texas
$3.92M
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$3.91M
NWAG
134
Net Worth Advisory Group
Utah
$3.85M
JE
135
JMAC Enterprises
Pennsylvania
$3.82M
CWM
136
Cranbrook Wealth Management
Michigan
$3.73M
UB
137
UMB Bank
Missouri
$3.72M
AB
138
ANB Bank
Colorado
$3.61M
MCM
139
M1 Capital Management
Michigan
$3.59M
SIA
140
Soltis Investment Advisors
Utah
$3.57M
GRP
141
Global Retirement Partners
California
$3.53M
LKWM
142
Lee-Kelleher Wealth Management
Maryland
$3.52M
LC
143
LTG Capital
Massachusetts
$3.51M
FHB
144
First Hawaiian Bank
Hawaii
$3.43M
CIAS
145
CFS Investment Advisory Services
New Jersey
$3.42M
TRIA
146
Trail Ridge Investment Advisors
Colorado
$3.41M
MT
147
Midwest Trust
Kansas
$3.39M
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$3.38M
CA
149
Clearstead Advisors
Ohio
$3.35M
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$3.23M