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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
SMC
651
Smith, Moore & Co
Missouri
$232K
LIM
652
Leavell Investment Management
Alabama
$232K
SWA
653
Strategies Wealth Advisors
Michigan
$232K
ICM
654
IMS Capital Management
Oregon
$231K
DIP
655
DT Investment Partners
Pennsylvania
$230K
PIMG
656
Patriot Investment Management Group
Tennessee
$228K
CD
657
Chapin Davis
Maryland
$228K
JEST
658
JTC Employer Solutions Trustee
Jersey
$226K
IPW
659
Intergy Private Wealth
Colorado
$226K
RCM
660
Radnor Capital Management
Pennsylvania
$226K
FLP
661
Financial Life Planners
Arizona
$225K
RIM
662
Rockbridge Investment Management
New York
$224K
HCM
663
Highview Capital Management
Illinois
$224K
SWA
664
Sightline Wealth Advisors
Connecticut
$223K
MOS
665
MGO One Seven
Ohio
$223K
NP
666
Nilsine Partners
Colorado
$221K
NIWA
667
New Insight Wealth Advisors
California
$221K
PVI
668
Pine Valley Investments
New Jersey
$221K
Legacy Financial Group (Iowa)
669
Legacy Financial Group (Iowa)
Iowa
$220K
LWM
670
Liberty Wealth Management
California
$220K
FIB
671
First Interstate Bank
Montana
$219K
LG
672
LaFleur & Godfrey
Michigan
$219K
WWM
673
Wolff Wiese Magana
California
$219K
CG
674
CFO4Life Group
Texas
$216K
GBWM
675
Granite Bay Wealth Management
New Hampshire
$215K