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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
EFG
276
Embree Financial Group
Illinois
$1.16M +$754 +8 +0.1%
SCM
277
SCS Capital Management
Massachusetts
$1.15M +$1.41K +15 +0.1%
CCB
278
Country Club Bank
Missouri
$1.15M +$7.07K +75 +0.6%
BOS
279
Bank of Stockton
California
$1.15M -$49.5K -525 -4%
BFA
280
Bragg Financial Advisors
North Carolina
$1.14M -$4.52K -48 -0.4%
SF
281
Summit Financial
New Jersey
$1.12M +$94 +1 +0%
USCWA
282
U.S. Capital Wealth Advisors
Texas
$1.12M -$250K -2,652 -18%
FA
283
Fiduciary Alliance
South Carolina
$1.12M +$659 +7 +0.1%
Brown Advisory
284
Brown Advisory
Maryland
$1.12M -$53.3K -566 -5%
AWM
285
Aprio Wealth Management
Georgia
$1.12M +$283 +3 +0%
TPCW
286
TD Private Client Wealth
New York
$1.11M -$25.4K -270 -2%
Citadel Advisors
287
Citadel Advisors
Florida
$1.11M +$660K +7,002 +153%
IAIM
288
International Assets Investment Management
Florida
$1.11M
BCG
289
Breakwater Capital Group
New Jersey
$1.1M +$23.4K +248 +2%
BPA
290
Beacon Pointe Advisors
California
$1.1M +$170K +1,806 +19%
SI
291
Stephens Inc
Arkansas
$1.1M -$22.2K -236 -2%
SIM
292
Stratos Investment Management
Ohio
$1.1M -$4.99K -53 -0.5%
FFO
293
Fortitude Family Office
Arizona
$1.1M +$1.08M +11,440 New
MWM
294
Marietta Wealth Management
Georgia
$1.08M +$3.02K +32 +0.3%
BSB
295
Bangor Savings Bank
Maine
$1.07M +$111K +1,183 +12%
Vanguard Group
296
Vanguard Group
Pennsylvania
$1.07M -$17.8K -189 -2%
MIA
297
MainStreet Investment Advisors
Illinois
$1.06M -$471 -5 -0%
FRA
298
Front Row Advisors
California
$1.06M
LWANC
299
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.06M
PCIA
300
Prime Capital Investment Advisors
Kansas
$1.05M +$4.33K +46 +0.4%