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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
HNWAG
626
High Net Worth Advisory Group
Florida
$259K
CWS
627
Confluence Wealth Services
Pennsylvania
$256K
AMG
628
Advisors Management Group
Wisconsin
$256K
CWM
629
Cornerstone Wealth Management
Missouri
$255K -$57K -605 -19%
WB
630
West Bancorporation
Iowa
$255K -$13.7K -145 -5%
PFA
631
Plotkin Financial Advisors
Maryland
$254K
EBA
632
Eagle Bay Advisors
New York
$253K -$10.3K -109 -4%
RW
633
Rede Wealth
Virginia
$253K +$249K +2,638 New
BCM
634
Brookstone Capital Management
Illinois
$252K +$248K +2,629 New
DWM
635
Dakota Wealth Management
Florida
$249K -$35K -372 -13%
PPWM
636
Paragon Private Wealth Management
Kentucky
$249K
FOFP
637
Fee-Only Financial Planning
South Carolina
$245K
LCM
638
Lazari Capital Management
California
$245K
TCA
639
Trifecta Capital Advisors
Illinois
$244K
MI
640
Moneywise Inc
Virginia
$243K +$283 +3 +0.1%
SIC
641
Sterling Investment Counsel
New York
$240K +$236K +2,504 New
EW
642
Elyxium Wealth
California
$238K
CAG
643
Csenge Advisory Group
Florida
$237K -$3.58K -38 -2%
BW
644
BIP Wealth
Georgia
$237K
TCM
645
Traynor Capital Management
Pennsylvania
$237K -$7.82K -83 -3%
BCI
646
Brinker Capital Investments
Pennsylvania
$236K +$3.58K +38 +2%
NL
647
NWAM LLC
Washington
$236K
PCM
648
Park Capital Management
Wisconsin
$235K
RZH
649
Relyea Zuckerberg Hanson
Connecticut
$234K +$377 +4 +0.2%
SG
650
Stanich Group
New York
$233K -$41.5K -440 -15%