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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 %
Morgan Stanley
1
Morgan Stanley
New York
$619M +$21.5M +258,594 +4%
Wells Fargo
2
Wells Fargo
California
$523M -$13.5M -161,836 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$333M +$26.2M +314,219 +9%
Bank of America
4
Bank of America
North Carolina
$305M +$2.71M +32,565 +0.9%
MMEA
5
Main Management ETF Advisors
California
$195M -$7.73M -92,875 -4%
Goldman Sachs
6
Goldman Sachs
New York
$174M +$6.94M +83,352 +4%
UBS Group
7
UBS Group
Switzerland
$173M -$9.27M -111,353 -5%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$167M -$886K -10,635 -0.5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$160M +$6.69M +80,273 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$154M +$4.02M +48,238 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$143M +$2.49M +29,906 +2%
LPL Financial
12
LPL Financial
California
$117M +$3.64M +43,680 +3%
Financial Engines Advisors
13
Financial Engines Advisors
California
$111M -$1.7M -20,465 -2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$95.7M +$4.37M +52,492 +5%
Ameriprise
15
Ameriprise
Minnesota
$95.1M -$12.1M -145,170 -11%
DADC
16
D.A. Davidson & Co
Montana
$88.1M +$2.7M +32,380 +3%
Northern Trust
17
Northern Trust
Illinois
$86.1M +$35.6K +427 +0%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$72.7M +$834K +10,015 +1%
MWA
19
Midland Wealth Advisors
Illinois
$72.3M +$3.49M +41,847 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$71.1M +$6.26M +75,184 +10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$62M +$615K +7,386 +1%
MCM
22
MAI Capital Management
Ohio
$61.7M -$3.43M -41,246 -5%
MM
23
Main Management
California
$58.2M -$1.89M -22,743 -3%
WJA
24
Willis Johnson & Associates
Texas
$53.9M +$109K +1,312 +0.2%
KeyBank National Association
25
KeyBank National Association
Ohio
$48.8M -$900K -10,812 -2%
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