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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
176
Spire Wealth Management
Virginia
$2.48M +$135K +1,488 +6%
TIAAOA
177
Teachers Insurance & Annuity Association of America
New York
$2.47M +$773K +8,501 +46%
NAAA
178
New Age Alpha Advisors
New York
$2.46M +$1.23M +13,521 +100%
UWPG
179
Ullmann Wealth Partners Group
Florida
$2.44M +$4.82K +53 +0.2%
VW
180
Vance Wealth
California
$2.34M -$105K -1,152 -4%
RPGK
181
Retirement Planning Group (Kansas)
Kansas
$2.29M -$76.7K -843 -3%
PIS
182
POM Investment Strategies
North Carolina
$2.25M +$2.23M +24,516 +10,048%
SG
183
Somerset Group
Minnesota
$2.18M +$237K +2,610 +12%
ASN
184
Advisory Services Network
Georgia
$2.17M +$186K +1,997 +9%
HFW
185
Horizon Family Wealth
Illinois
$2.17M +$732K +8,046 +51%
CI
186
CX Institutional
Indiana
$2.12M +$608K +6,688 +40%
SSW
187
Smith Shellnut Wilson
Mississippi
$2.12M -$900K -9,891 -30%
AllianceBernstein
188
AllianceBernstein
Tennessee
$2.12M +$474K +5,207 +29%
Bessemer Group
189
Bessemer Group
New Jersey
$2.11M -$2.18K -24 -0.1%
SFO
190
Stenger Family Office
Illinois
$2.09M +$2.09M +22,144 New
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$2.07M -$91 -1 -0%
CAM
192
Cresset Asset Management
Illinois
$2.06M +$48.3K +531 +2%
CCAM
193
Codex Capital Asset Management
Texas
$2.05M
RWP
194
RWA Wealth Partners
Massachusetts
$2.04M -$8.37K -92 -0.4%
GJIA
195
Glass Jacobson Investment Advisors
Maryland
$2.03M -$45.6K -501 -2%
OA
196
Operose Advisors
Wisconsin
$2M +$50.9K +560 +3%
FWMM
197
Foundation Wealth Management (Missouri)
Missouri
$2M +$235K +2,586 +13%
OCM
198
One Capital Management
California
$1.99M -$87.8K -965 -4%
CTC
199
Corundum Trust Company
South Dakota
$1.98M
P
200
&Partners
Tennessee
$1.97M -$30.5K -335 -2%