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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
CWM
401
Cahaba Wealth Management
Georgia
$636K
KFI
402
Key Financial Inc
Pennsylvania
$636K -$15.1K -160 -2%
BF
403
Bonfire Financial
Colorado
$634K +$94 +1 +0%
GPA
404
Guerra Pan Advisors
New Jersey
$634K
VC
405
Veracity Capital
Georgia
$630K -$377 -4 -0.1%
GEA
406
Glen Eagle Advisors
New Jersey
$628K -$2.17K -23 -0.4%
SHWM
407
Smith & Howard Wealth Management
Georgia
$624K +$291K +3,090 +90%
GVAG
408
Great Valley Advisor Group
Delaware
$623K -$88.7K -942 -13%
RMP
409
Richards, Merrill & Peterson
Washington
$621K
JIC
410
Johnson Investment Counsel
Ohio
$618K +$15.8K +168 +3%
LPT
411
Legacy Private Trust
Wisconsin
$613K -$377 -4 -0.1%
DWM
412
Daner Wealth Management
Georgia
$611K
WTB
413
Washington Trust Bank
Washington
$611K
KP
414
Keel Point
Alabama
$610K +$283 +3 +0%
MCA
415
MSH Capital Advisors
Arizona
$608K
MG
416
Mather Group
Illinois
$604K
SWMP
417
Signature Wealth Management Partners
New Jersey
$604K
HFA
418
Hershey Financial Advisers
Pennsylvania
$603K +$593K +6,290 New
PAM
419
Palisade Asset Management
Minnesota
$600K
LA
420
LexAurum Advisors
Kansas
$599K -$3.2K -34 -0.5%
GSWM
421
Greenup Street Wealth Management
Michigan
$598K -$9.32M -98,878 -94%
WPW
422
Waldron Private Wealth
Pennsylvania
$588K
MAWCM
423
Mine & Arao Wealth Creation & Management
California
$582K +$471 +5 +0.1%
MWM
424
Mission Wealth Management
California
$580K +$94 +1 +0%
UCFA
425
United Capital Financial Advisors
Texas
$579K +$43.6K +463 +8%