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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

856 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 76 funds opening new positions, 206 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+11
Holders Change %
+1.3%
% 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
76
Increased
206
Reduced
308
Closed
52
Calls
$473K
Puts
–
Net Calls
+$473K
Net Calls Change
+$447K

Top Buyers

1
WIA
World Investment Advisors
California
$44.2M
2
AUB
Atlantic Union Bankshares
Virginia
$20.7M
3
AAP
Arax Advisory Partners
Colorado
$18.9M
4
LPL Financial
LPL Financial
California
$142M
5
Bank of America
Bank of America
North Carolina
$345M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
$0
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$39.3M
3
MM
Main Management
California
$3.05M
4
Wells Fargo
Wells Fargo
California
$558M
5
Ameriprise
Ameriprise
Minnesota
$94.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
151
Atria Investments
North Carolina
$3.23M +$8.73K +96 +0.3%
Pathstone Holdings
152
Pathstone Holdings
New Jersey
$3.14M – – –
MWM
153
Maltin Wealth Management
New Jersey
$3.07M +$226K +2,480 +8%
SEIA
154
Signature Estate & Investment Advisors
California
$3.06M +$156K +1,710 +5%
MM
155
Main Management
California
$3.05M -$60.5M -665,245 -95%
SPC
156
Sigma Planning Corp
Michigan
$3.02M -$791K -8,689 -21%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$2.99M +$1.54M +16,953 +106%
TSWM
158
Triangle Securities Wealth Management
North Carolina
$2.99M +$164K +1,806 +6%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$2.94M +$177K +1,949 +6%
DBIA
160
Dumont & Blake Investment Advisors
New Jersey
$2.92M +$4.64K +51 +0.2%
SWM
161
Segment Wealth Management
Texas
$2.88M – – –
FGWP
162
Founders Grove Wealth Partners
Virginia
$2.83M -$43.7K -480 -2%
William Blair & Company
163
William Blair & Company
Illinois
$2.72M -$252K -2,770 -8%
CB
164
Commerce Bank
Missouri
$2.65M -$73.7K -810 -3%
UBV
165
United Bank (Virginia)
Virginia
$2.65M – – –
SCM
166
Stordahl Capital Management
Colorado
$2.64M +$65.3K +718 +3%
FTS
167
Fifth Third Securities
Ohio
$2.63M +$33.8K +372 +1%
PFG
168
Pacific Financial Group
Washington
$2.62M -$508K -5,581 -16%
PWP
169
Perfromance Wealth Partners
Illinois
$2.6M -$22.5K -247 -0.9%
IF
170
Ironwood Financial
Arizona
$2.56M – – –
GWMR
171
GC Wealth Management RIA
Massachusetts
$2.56M -$130K -1,434 -5%
SCM
172
SOL Capital Management
Maryland
$2.54M +$1.66M +18,200 +187%
OC
173
Oppenheimer & Co
New York
$2.53M -$23.7K -260 -0.9%
SWGC
174
Summit Wealth Group (Colorado)
Colorado
$2.52M +$2.52M +27,734 New
ABWM
175
Alpine Bank Wealth Management
Colorado
$2.5M -$387K -4,250 -13%
5 6
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