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iShares S&P Mid-Cap 400 Growth ETF

875 hedge funds and large institutions have $6.21B 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, 223 increasing their positions, 281 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

21% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 281

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
875
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$614K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
626
Advisors Management Group
Wisconsin
$256K
CWM
627
Cornerstone Wealth Management
Missouri
$255K
WB
628
West Bancorporation
Iowa
$255K
PFA
629
Plotkin Financial Advisors
Maryland
$254K
EBA
630
Eagle Bay Advisors
New York
$253K
RW
631
Rede Wealth
Virginia
$253K
BCM
632
Brookstone Capital Management
Illinois
$252K
DWM
633
Dakota Wealth Management
Florida
$249K
PPWM
634
Paragon Private Wealth Management
Kentucky
$249K
FOFP
635
Fee-Only Financial Planning
South Carolina
$245K
LCM
636
Lazari Capital Management
California
$245K
TCA
637
Trifecta Capital Advisors
Illinois
$244K
MI
638
Moneywise Inc
Virginia
$243K
SIC
639
Sterling Investment Counsel
New York
$240K
EW
640
Elyxium Wealth
California
$238K
CAG
641
Csenge Advisory Group
Florida
$237K
BW
642
BIP Wealth
Georgia
$237K
TCM
643
Traynor Capital Management
Pennsylvania
$237K
BCI
644
Brinker Capital Investments
Pennsylvania
$236K
NL
645
NWAM LLC
Washington
$236K
PCM
646
Park Capital Management
Wisconsin
$235K
RZH
647
Relyea Zuckerberg Hanson
Connecticut
$234K
SG
648
Stanich Group
New York
$233K
WS
649
Wedbush Securities
California
$233K
FWA
650
FSM Wealth Advisors
Ohio
$232K