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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
WG
251
Watchman Group
Texas
$1.35M -$124K -1,314 -9%
DWP
252
Daymark Wealth Partners
Ohio
$1.33M -$21.6K -229 -2%
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$1.33M -$4.71K -50 -0.4%
KA
254
Kozak & Associates
Colorado
$1.32M -$62.5K -663 -4%
PAI
255
Pittenger & Anderson Inc
Nebraska
$1.32M
PG
256
Patten Group
Tennessee
$1.32M -$73.3K -778 -5%
PCA
257
Pallas Capital Advisors
Massachusetts
$1.3M +$50.4K +535 +4%
PWAM
258
Private Wealth Asset Management
Iowa
$1.3M -$15.1K -160 -1%
IWM
259
IHT Wealth Management
Illinois
$1.3M -$2.45K -26 -0.2%
AA
260
Argent Advisors
Louisiana
$1.29M -$35.8K -380 -3%
YIA
261
YHB Investment Advisors
Connecticut
$1.28M -$2.35K -25 -0.2%
CHC
262
City Holding Co
West Virginia
$1.28M -$3.77K -40 -0.3%
STA
263
Summit Trail Advisors
New York
$1.27M +$577K +6,121 +86%
MSWM
264
Mowery & Schoenfeld Wealth Management
Illinois
$1.27M
FHC
265
First Horizon Corporation
Tennessee
$1.25M +$1.23M +13,048 New
PPC
266
Park Place Capital
Alabama
$1.23M -$144K -1,528 -11%
SF
267
Synovus Financial
Georgia
$1.22M +$9.42K +100 +0.8%
PS
268
Principal Securities
Iowa
$1.22M -$41.5K -441 -3%
T. Rowe Price Associates
269
T. Rowe Price Associates
Maryland
$1.2M +$286K +3,040 +32%
RA
270
Ruggaard & Associates
Ohio
$1.19M -$1.23K -13 -0.1%
ANTB
271
AMG National Trust Bank
Colorado
$1.19M -$212K -2,251 -15%
MC
272
Moors & Cabot
Massachusetts
$1.18M -$3.2K -34 -0.3%
FCBT
273
First Citizens Bank & Trust
North Carolina
$1.17M -$26.1K -277 -2%
AF
274
Allworth Financial
California
$1.16M +$37K +393 +3%
BJL
275
Brighton Jones LLC
Washington
$1.16M +$437K +4,636 +62%