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iShares S&P Mid-Cap 400 Growth ETF

881 hedge funds and large institutions have $6.22B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 224 increasing their positions, 285 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 37

2% more funds holding

Funds holding: 867881 (+14)

2% more capital invested

Capital invested by funds: $6.13B → $6.22B (+$92.9M)

1.65% less ownership

Funds ownership: 69.1%67.44% (-1.7%)

21% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 285

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
881
Holders Change
+14
Holders Change %
+1.61%
% of All Funds
11.56%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
65
Increased
224
Reduced
285
Closed
37
Calls
$614K
Puts
Net Calls
+$614K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
226
Crestwood Advisors Group
Massachusetts
$1.71M
RWA
227
River Wealth Advisors
Pennsylvania
$1.69M +$177K +1,875 +12%
AWP
228
Axis Wealth Partners
Rhode Island
$1.67M +$345K +3,659 +27%
PAA
229
Peregrine Asset Advisers
Oregon
$1.65M -$10.8K -115 -0.7%
AFG
230
Allegheny Financial Group
Pennsylvania
$1.63M +$15.3K +162 +1%
TCOV
231
Trust Company of Vermont
Vermont
$1.62M -$30.1K -320 -2%
AHC
232
Anderson Hoagland & Co
Missouri
$1.59M
NPFS
233
Novak & Powell Financial Services
Florida
$1.58M +$976K +10,358 +168%
VCA
234
Verdence Capital Advisors
Maryland
$1.56M +$64.4K +684 +4%
MA
235
MONECO Advisors
Connecticut
$1.54M -$162K -1,721 -10%
AQR Capital Management
236
AQR Capital Management
Connecticut
$1.53M +$504K +5,349 +50%
SC
237
Slow Capital
California
$1.53M -$132K -1,406 -8%
FFL
238
Future Fund LLC
Illinois
$1.53M
AI
239
Atria Investments
North Carolina
$1.52M -$1.85M -19,617 -55%
HCA
240
Heck Capital Advisors
Wisconsin
$1.5M -$85.3K -905 -5%
CIA
241
Concurrent Investment Advisors
Florida
$1.45M -$23.5K -249 -2%
TC
242
TAGStone Capital
North Carolina
$1.45M -$116K -1,234 -8%
FF
243
Finley Financial
Nevada
$1.44M
GIM
244
Glenmede Investment Management
Pennsylvania
$1.44M -$108K -1,150 -7%
LFAS
245
Level Four Advisory Services
Texas
$1.44M -$2.64M -28,074 -65%
FB
246
Fulton Bank
Pennsylvania
$1.43M +$8.38K +89 +0.6%
KWM
247
Kingsview Wealth Management
Oregon
$1.4M +$58.5K +621 +4%
LIA
248
LBMC Investment Advisors
Tennessee
$1.39M +$659 +7 +0%
EIP
249
Ellis Investment Partners
Pennsylvania
$1.39M -$8.67K -92 -0.6%
VC
250
Vicus Capital
Pennsylvania
$1.37M +$31.6K +335 +2%