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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
Cerity Partners
26
Cerity Partners
New York
$47.8M -$3.06M -32,493 -6%
MWA
27
Midland Wealth Advisors
Illinois
$46.9M -$36.6M -388,726 -44%
BF
28
BOK Financial
Oklahoma
$46.3M -$1.53M -16,204 -3%
RFC
29
Regions Financial Corp
Alabama
$46.3M +$1.44M +15,232 +3%
WSFS
30
Wilmington Savings Fund Society
Delaware
$42.1M -$2.72M -28,821 -6%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$41.9M +$1.35M +14,283 +3%
Truist Financial
32
Truist Financial
North Carolina
$39M -$1.16M -12,313 -3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$38.4M -$2.93M -31,056 -7%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$37.7M +$3.04M +32,232 +9%
MP
35
Moment Partners
California
$35.5M -$442K -4,695 -1%
Mariner
36
Mariner
Kansas
$31.5M +$967K +10,265 +3%
SPIA
37
Steward Partners Investment Advisory
New York
$29.2M -$2.54M -27,013 -8%
CC
38
Courier Capital
New York
$26.9M +$247K +2,620 +0.9%
Lido Advisors
39
Lido Advisors
California
$26.4M +$1.33M +14,091 +5%
SC
40
Savant Capital
Illinois
$25.2M -$329K -3,489 -1%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$24.2M -$100K -1,065 -0.4%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$23.9M +$3.14M +33,347 +15%
IWA
43
Inspirion Wealth Advisors
Illinois
$22.4M -$5.34M -56,698 -19%
AUB
44
Atlantic Union Bankshares
Virginia
$21.9M +$104K +1,106 +0.5%
SFI
45
SPC Financial Inc
Maryland
$21.6M +$34.2K +363 +0.2%
CAL
46
Capital Advisors Ltd
Ohio
$20.6M -$76K -807 -0.4%
CCWM
47
Cassaday & Co Wealth Management
Virginia
$19.9M -$145K -1,543 -0.7%
Stifel Financial
48
Stifel Financial
Missouri
$19.8M -$302K -3,202 -2%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$19.7M +$2.19M +23,235 +13%
HCM
50
Hudson Capital Management
New Jersey
$18M +$273K +2,902 +2%