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
HSWM
376
Hubbell Strickland Wealth Management
Louisiana
$692K -$106K -1,125 -13%
WTC
377
WhitTier Trust Company
Nevada
$691K
GT
378
Glenview Trust
Kentucky
$690K -$32.3K -343 -5%
HPBT
379
Hickory Point Bank & Trust
Illinois
$689K
PMG
380
Private Management Group
California
$687K
CCA
381
Cobblestone Capital Advisors
New York
$686K +$17.9K +190 +3%
TBT
382
Texas Bank & Trust
Texas
$683K -$55.4K -588 -8%
DTC
383
Davidson Trust Company
Washington
$683K +$39.4K +418 +6%
FFN
384
Focus Financial Network
Minnesota
$681K +$17.4K +185 +3%
RSA
385
River Street Advisors
Illinois
$680K +$3.49K +37 +0.5%
PAS
386
Park Avenue Securities
New York
$679K +$667K +7,083 New
NHC
387
Nicholas Hoffman & Company
Georgia
$677K
HF
388
HRT Financial
New York
$673K +$384K +4,075 +138%
CG
389
Corundum Group
Colorado
$671K
PFS
390
Prospera Financial Services
Texas
$667K +$41.1K +436 +7%
AAG
391
Armstrong Advisory Group
Massachusetts
$664K
PP
392
Prosperity Planning
Missouri
$663K -$9.7K -103 -1%
GLA
393
Great Lakes Advisors
Illinois
$662K
Kayne Anderson Rudnick Investment Management
394
Kayne Anderson Rudnick Investment Management
California
$658K -$34.1K -362 -5%
OWA
395
Octavia Wealth Advisors
Ohio
$656K -$38K -403 -6%
PPW
396
Parcion Private Wealth
Washington
$652K
FNBT
397
FineMark National Bank & Trust
Florida
$652K -$188 -2 -0%
AF
398
Alerus Financial
North Dakota
$651K
IA
399
IFP Advisors
Florida
$639K +$46.5K +494 +8%
PSF
400
Pacific Sun Financial
California
$639K