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

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

Top Buyers

1
WIA
World Investment Advisors
California
+$41.2M
2
AUB
Atlantic Union Bankshares
Virginia
+$20.7M
3
AAP
Arax Advisory Partners
Colorado
+$18.4M
4
LPL Financial
LPL Financial
California
+$14.4M
5
Bank of America
Bank of America
North Carolina
+$11.9M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
-$195M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$136M
3
MM
Main Management
California
-$60.5M
4
Wells Fargo
Wells Fargo
California
-$13.9M
5
Ameriprise
Ameriprise
Minnesota
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Alesco Advisors
New York
$1.97M -$63.7K -700 -3%
APP
202
Avantax Planning Partners
Iowa
$1.95M -$66.1K -726 -3%
AFC
203
AFT Forsyth & Company
Florida
$1.93M +$455 +5 +0%
DIP
204
Davis Investment Partners
North Carolina
$1.89M – – –
CW
205
CreativeOne Wealth
Kansas
$1.88M +$300K +3,297 +19%
DC
206
Darrow Company
Massachusetts
$1.84M +$273 +3 +0%
Franklin Resources
207
Franklin Resources
California
$1.84M -$193K -2,119 -9%
TIA
208
Tiemann Investment Advisors
California
$1.81M +$48.7K +535 +3%
CWM
209
C2C Wealth Management
Arizona
$1.77M -$10.2K -112 -0.6%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$1.77M -$33.5K -369 -2%
SWP
211
Stratos Wealth Partners
Ohio
$1.75M -$309K -3,398 -15%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$1.74M -$13.1K -144 -0.7%
AWM
213
Apollon Wealth Management
South Carolina
$1.72M -$237K -2,609 -12%
WFA
214
Wellspring Financial Advisors
Ohio
$1.72M -$88.9K -977 -5%
WT
215
Whittier Trust
California
$1.7M +$254K +2,792 +18%
RDFA
216
Ritter Daniher Financial Advisory
Ohio
$1.69M -$59.2K -651 -3%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$1.63M -$5.91K -65 -0.4%
FAIM
218
Financial Advocates Investment Management
Washington
$1.62M -$701K -7,706 -30%
CAG
219
Crestwood Advisors Group
Massachusetts
$1.62M +$16.7K +184 +1%
UB
220
Umpqua Bank
Oregon
$1.62M -$311K -3,366 -16%
MA
221
MONECO Advisors
Connecticut
$1.61M -$155K -1,700 -9%
DIA
222
Dana Investment Advisors
Wisconsin
$1.6M -$165K -1,811 -9%
PAA
223
Peregrine Asset Advisers
Oregon
$1.58M -$16.3K -179 -1%
SC
224
Slow Capital
California
$1.58M -$128K -1,402 -7%
TCOV
225
Trust Company of Vermont
Vermont
$1.56M – – –
7 8
9
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