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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
AI
151
Atria Investments
North Carolina
$3.23M
Pathstone Holdings
152
Pathstone Holdings
New Jersey
$3.14M
MWM
153
Maltin Wealth Management
New Jersey
$3.07M
SEIA
154
Signature Estate & Investment Advisors
California
$3.06M
MM
155
Main Management
California
$3.05M
SPC
156
Sigma Planning Corp
Michigan
$3.02M
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$2.99M
TSWM
158
Triangle Securities Wealth Management
North Carolina
$2.99M
Natixis Advisors
159
Natixis Advisors
Massachusetts
$2.94M
DBIA
160
Dumont & Blake Investment Advisors
New Jersey
$2.92M
SWM
161
Segment Wealth Management
Texas
$2.88M
FGWP
162
Founders Grove Wealth Partners
Virginia
$2.83M
William Blair & Company
163
William Blair & Company
Illinois
$2.72M
CB
164
Commerce Bank
Missouri
$2.65M
UBV
165
United Bank (Virginia)
Virginia
$2.65M
SCM
166
Stordahl Capital Management
Colorado
$2.64M
FTS
167
Fifth Third Securities
Ohio
$2.63M
PFG
168
Pacific Financial Group
Washington
$2.62M
PWP
169
Perfromance Wealth Partners
Illinois
$2.6M
IF
170
Ironwood Financial
Arizona
$2.56M
GWMR
171
GC Wealth Management RIA
Massachusetts
$2.56M
SCM
172
SOL Capital Management
Maryland
$2.54M
OC
173
Oppenheimer & Co
New York
$2.53M
SWGC
174
Summit Wealth Group (Colorado)
Colorado
$2.52M
ABWM
175
Alpine Bank Wealth Management
Colorado
$2.5M