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

845 hedge funds and large institutions have $5.92B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 249 increasing their positions, 263 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
845
Holders Change
-48
Holders Change %
-5.38%
% of All Funds
11.48%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
42
Increased
249
Reduced
263
Closed
74
Calls
$83K
Puts
$57K
Net Calls
+$26K
Net Calls Change
-$274K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$22M
3
Morgan Stanley
Morgan Stanley
New York
+$21.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.35M
5
Goldman Sachs
Goldman Sachs
New York
+$6.94M

Top Sellers

1
WIA
World Investment Advisors
California
-$31.7M
2
Wells Fargo
Wells Fargo
California
-$13.5M
3
Ameriprise
Ameriprise
Minnesota
-$12.1M
4
HNB
Huntington National Bank
Ohio
-$9.96M
5
JE
JMAC Enterprises
Pennsylvania
-$9.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oppenheimer & Co
New York
$2.34M -$379K -4,547 -14%
VW
177
Vance Wealth
California
$2.24M -$45.2K -543 -2%
UWPG
178
Ullmann Wealth Partners Group
Florida
$2.23M +$250 +3 +0%
RPGK
179
Retirement Planning Group (Kansas)
Kansas
$2.16M -$44.2K -531 -2%
SWM
180
Spire Wealth Management
Virginia
$2.14M -$52.1K -626 -2%
FAIM
181
Financial Advocates Investment Management
Washington
$2.13M -$752K -9,027 -26%
PCIA
182
Prime Capital Investment Advisors
Kansas
$2.11M +$1.13M +13,623 +116%
GJIA
183
Glass Jacobson Investment Advisors
Maryland
$2.07M – – –
Bessemer Group
184
Bessemer Group
New Jersey
$1.94M +$331K +3,974 +21%
OCM
185
One Capital Management
California
$1.9M +$112K +1,350 +6%
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$1.9M -$500 -6 -0%
SWP
187
Stratos Wealth Partners
Ohio
$1.89M -$168K -2,017 -8%
RWP
188
RWA Wealth Partners
Massachusetts
$1.88M +$1.19M +14,348 +176%
CCAM
189
Codex Capital Asset Management
Texas
$1.87M – – –
Franklin Resources
190
Franklin Resources
California
$1.86M – – –
AA
191
Alesco Advisors
New York
$1.86M – – –
APP
192
Avantax Planning Partners
Iowa
$1.85M -$135K -1,627 -7%
CAM
193
Cresset Asset Management
Illinois
$1.84M -$55.8K -670 -3%
P
194
&Partners
Tennessee
$1.83M +$226K +2,718 +14%
CTC
195
Corundum Trust Company
South Dakota
$1.81M – – –
AWM
196
Apollon Wealth Management
South Carolina
$1.79M +$1.33K +16 +0.1%
OA
197
Operose Advisors
Wisconsin
$1.78M -$2.5K -30 -0.1%
PA
198
PFG Advisors
Arizona
$1.78M +$3.58K +43 +0.2%
ASN
199
Advisory Services Network
Georgia
$1.78M -$393K -4,714 -18%
SG
200
Somerset Group
Minnesota
$1.78M +$163K +1,954 +10%
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