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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
CCM
601
Condor Capital Management
New Jersey
$279K
HIMC
602
Heritage Investors Management Corp
Maryland
$278K
M
603
MOTCO
Texas
$277K
HA
604
Huntleigh Advisors
Missouri
$276K
LWM
605
Lyell Wealth Management
California
$276K
CFG
606
Clayton Financial Group
Missouri
$274K +$270K +2,862 New
AA
607
Aufman Associates
Pennsylvania
$274K
BBHC
608
Brown Brothers Harriman & Co
New York
$273K
CCT
609
Chemung Canal Trust
New York
$269K
RWM
610
Ritholtz Wealth Management
New York
$269K
MWM
611
Modern Wealth Management
Kansas
$269K -$283 -3 -0.1%
EGA
612
Eagle Global Advisors
Texas
$268K
III
613
Independent Investors Inc
New York
$268K
BP
614
BBR Partners
New York
$268K +$264K +2,800 New
V
615
VeraBank
Texas
$268K
WP
616
Westmount Partners
California
$267K
FNB
617
Farmers National Bank
Kentucky
$265K
HWM
618
Horizon Wealth Management
Illinois
$264K
WCM
619
Winthrop Capital Management
Indiana
$264K
GPA
620
Garrison Point Advisors
California
$264K +$4.71K +50 +2%
CB
621
CNB Bank
Pennsylvania
$262K
FCCM
622
First City Capital Management
Georgia
$262K
IIC
623
Ironwood Investment Counsel
Arizona
$262K
EFS
624
Essex Financial Services
Connecticut
$262K +$94 +1 +0%
GMFG
625
Greater Midwest Financial Group
Minnesota
$261K +$471 +5 +0.2%