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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
TIAAOA
176
Teachers Insurance & Annuity Association of America
New York
$2.47M
NAAA
177
New Age Alpha Advisors
New York
$2.46M
UWPG
178
Ullmann Wealth Partners Group
Florida
$2.44M
VW
179
Vance Wealth
California
$2.34M
RPGK
180
Retirement Planning Group (Kansas)
Kansas
$2.29M
PIS
181
POM Investment Strategies
North Carolina
$2.25M
SG
182
Somerset Group
Minnesota
$2.18M
ASN
183
Advisory Services Network
Georgia
$2.17M
HFW
184
Horizon Family Wealth
Illinois
$2.17M
CI
185
CX Institutional
Indiana
$2.12M
SSW
186
Smith Shellnut Wilson
Mississippi
$2.12M
AllianceBernstein
187
AllianceBernstein
Tennessee
$2.12M
Bessemer Group
188
Bessemer Group
New Jersey
$2.11M
SFO
189
Stenger Family Office
Illinois
$2.09M
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$2.07M
CAM
191
Cresset Asset Management
Illinois
$2.06M
CCAM
192
Codex Capital Asset Management
Texas
$2.05M
RWP
193
RWA Wealth Partners
Massachusetts
$2.04M
GJIA
194
Glass Jacobson Investment Advisors
Maryland
$2.03M
OA
195
Operose Advisors
Wisconsin
$2M
FWMM
196
Foundation Wealth Management (Missouri)
Missouri
$2M
OCM
197
One Capital Management
California
$1.99M
CTC
198
Corundum Trust Company
South Dakota
$1.98M
P
199
&Partners
Tennessee
$1.97M
AA
200
Alesco Advisors
New York
$1.97M