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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
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$3.14M
MWM
152
Maltin Wealth Management
New Jersey
$3.07M
SEIA
153
Signature Estate & Investment Advisors
California
$3.06M
MM
154
Main Management
California
$3.05M
SPC
155
Sigma Planning Corp
Michigan
$3.02M
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$2.99M
TSWM
157
Triangle Securities Wealth Management
North Carolina
$2.99M
Natixis Advisors
158
Natixis Advisors
Massachusetts
$2.94M
DBIA
159
Dumont & Blake Investment Advisors
New Jersey
$2.92M
SWM
160
Segment Wealth Management
Texas
$2.88M
FGWP
161
Founders Grove Wealth Partners
Virginia
$2.83M
William Blair & Company
162
William Blair & Company
Illinois
$2.72M
CB
163
Commerce Bank
Missouri
$2.65M
UBV
164
United Bank (Virginia)
Virginia
$2.65M
SCM
165
Stordahl Capital Management
Colorado
$2.64M
FTS
166
Fifth Third Securities
Ohio
$2.63M
PFG
167
Pacific Financial Group
Washington
$2.62M
PWP
168
Perfromance Wealth Partners
Illinois
$2.6M
IF
169
Ironwood Financial
Arizona
$2.56M
GWMR
170
GC Wealth Management RIA
Massachusetts
$2.56M
SCM
171
SOL Capital Management
Maryland
$2.54M
OC
172
Oppenheimer & Co
New York
$2.53M
SWGC
173
Summit Wealth Group (Colorado)
Colorado
$2.52M
ABWM
174
Alpine Bank Wealth Management
Colorado
$2.5M
SWM
175
Spire Wealth Management
Virginia
$2.48M