We are live on ! Find out more
IJK icon

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
FHC
351
First Heartland Consultants
Missouri
$774K -$11.8K -125 -2%
GCM
352
Gables Capital Management
Florida
$769K
SC
353
SouthState Corp
Florida
$766K -$444K -4,716 -37%
MBT
354
Montecito Bank & Trust
California
$763K +$750K +7,962 New
CGA
355
Crescent Grove Advisors
Illinois
$759K
CL
356
Choreo LLC
Illinois
$752K +$659 +7 +0.1%
HW
357
Hancock Whitney
Mississippi
$752K -$7.07K -75 -0.9%
CCM
358
Corsair Capital Management
New York
$751K
MPIA
359
Milestones Private Investment Advisors
New York
$749K
MA
360
Marquette Associates
Illinois
$739K
TTWM
361
TCV Trust & Wealth Management
Virginia
$737K -$81K -860 -10%
OWA
362
Outlook Wealth Advisors
Texas
$735K -$38.1K -404 -5%
PFPT
363
Pinnacle Financial Partners (Tennessee)
Tennessee
$729K -$165K -1,754 -19%
RA
364
RFG Advisory
Alabama
$729K +$340K +3,613 +91%
AWA
365
Arkadios Wealth Advisors
Georgia
$727K +$13.3K +141 +2%
AIM
366
Allen Investment Management
New York
$725K
PWA
367
Peterson Wealth Advisors
Utah
$724K +$1.6K +17 +0.2%
PCH
368
PGIM Custom Harvest
New Jersey
$721K -$2.83K -30 -0.4%
UCB
369
United Community Bank
South Carolina
$710K
EW
370
Evoke Wealth
California
$708K -$430K -4,566 -38%
PA
371
Parallel Advisors
California
$706K -$117K -1,245 -14%
PMG
372
ProVise Management Group
Florida
$702K -$6.03K -64 -0.9%
HIA
373
Harbor Investment Advisory
Maryland
$700K +$25.4K +270 +4%
BB
374
Busey Bank
Illinois
$699K +$1.98K +21 +0.3%
AC
375
AWM Capital
Arizona
$693K