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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
RFM
426
Royal Fund Management
Florida
$577K -$108K -1,150 -16%
RAS
427
RPS Advisory Solutions
Kentucky
$577K -$17.1K -181 -3%
PFG
428
Pinnacle Financial Group
Illinois
$575K +$188 +2 +0%
KBFS
429
Kohmann Bosshard Financial Services
Ohio
$566K
IA
430
IFG Advisors
Missouri
$564K
SJGA
431
Stephen J. Garry & Associates
New York
$562K
IWN
432
Independent Wealth Network
Iowa
$560K +$4.05K +43 +0.7%
HBW
433
Hazlett, Burt & Watson
West Virginia
$558K +$27.1K +288 +5%
Betterment LLC
434
Betterment LLC
New York
$553K -$27.3K -290 -5%
VA
435
VestGen Advisors
Illinois
$552K
AF
436
Aviso Financial
Ontario, Canada
$549K +$30.6K +325 +6%
IWA
437
IBEX Wealth Advisors
New Jersey
$549K +$539K +5,721 New
FFG
438
Fiduciary Financial Group
California
$542K +$141K +1,500 +36%
WB
439
WesBanco Bank
West Virginia
$542K -$4.05K -43 -0.8%
PMFA
440
Plante Moran Financial Advisors
Michigan
$540K
HTIM
441
Harbour Trust & Investment Management
Indiana
$535K
HH
442
Hilltop Holdings
Texas
$532K
GWA
443
Geometric Wealth Advisors
District of Columbia
$531K
VFA
444
Valeo Financial Advisors
Indiana
$523K +$57.5K +610 +13%
S
445
Sunpointe
Missouri
$522K
SWP
446
Sagespring Wealth Partners
Tennessee
$520K +$7.16K +76 +1%
CFS
447
CRA Financial Services
New Jersey
$519K -$7.07K -75 -1%
RSWM
448
Robertson Stephens Wealth Management
California
$519K
AFTS
449
American Financial & Tax Strategies
New York
$518K
2WWM
450
21 West Wealth Management
California
$518K