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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
CAL
301
Capital Analysts LLC
Pennsylvania
$1.04M
OFO
302
OneAscent Family Office
Alabama
$1.04M
SAM
303
Silvercrest Asset Management
New York
$1.04M
MFG
304
Merit Financial Group
Georgia
$1.03M -$61.4K -652 -6%
WWM
305
Western Wealth Management
Colorado
$1.03M +$25.1K +266 +3%
NFG
306
Nations Financial Group
Iowa
$1.02M -$46.8K -497 -4%
MIC
307
Meridian Investment Counsel
California
$1.02M
RB
308
Renasant Bank
Mississippi
$1.01M -$57.6K -611 -5%
DP
309
Dearborn Partners
Illinois
$1.01M -$29.7K -315 -3%
RWM
310
RKL Wealth Management
Pennsylvania
$1M +$1.04K +11 +0.1%
SDWMA
311
Schneider Downs Wealth Management Advisors
Pennsylvania
$1M +$1.32K +14 +0.1%
PAS
312
PKS Advisory Services
New York
$1M -$38.1K -404 -4%
AIP
313
Ameritas Investment Partners
Nebraska
$989K +$14.1K +150 +1%
BP
314
Ballentine Partners
Massachusetts
$984K
OIA
315
OneDigital Investment Advisors
Kansas
$983K -$5.93K -63 -0.6%
First Trust Advisors
316
First Trust Advisors
Illinois
$972K +$955K +10,133 New
HWA
317
Heartwood Wealth Advisors
Virginia
$965K
HCA
318
Harbour Capital Advisors
Virginia
$961K
TIAA Trust, National Association
319
TIAA Trust, National Association
North Carolina
$949K +$7.44K +79 +0.8%
PTC
320
Private Trust Company
Ohio
$943K +$1.98K +21 +0.2%
CB
321
Cadence Bank
Mississippi
$943K -$2.64K -28 -0.3%
WP
322
WealthShield Partners
North Carolina
$936K -$6.88K -73 -0.7%
AB
323
Atlas Brown
Kentucky
$930K -$24.2K -257 -3%
GAM
324
Griffin Asset Management
New York
$927K -$24.9K -264 -3%
MWM
325
Modera Wealth Management
New Jersey
$917K -$41.8K -444 -4%