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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
WS
651
Wedbush Securities
California
$233K +$229K +2,429 New
FWA
652
FSM Wealth Advisors
Ohio
$232K
SMC
653
Smith, Moore & Co
Missouri
$232K +$94 +1 +0%
LIM
654
Leavell Investment Management
Alabama
$232K -$14.1K -150 -6%
SWA
655
Strategies Wealth Advisors
Michigan
$232K
ICM
656
IMS Capital Management
Oregon
$231K
DIP
657
DT Investment Partners
Pennsylvania
$230K -$11.3K -120 -5%
PIMG
658
Patriot Investment Management Group
Tennessee
$228K
CD
659
Chapin Davis
Maryland
$228K
JEST
660
JTC Employer Solutions Trustee
Jersey
$226K
IPW
661
Intergy Private Wealth
Colorado
$226K
RCM
662
Radnor Capital Management
Pennsylvania
$226K
FLP
663
Financial Life Planners
Arizona
$225K -$6.5K -69 -3%
RIM
664
Rockbridge Investment Management
New York
$224K
HCM
665
Highview Capital Management
Illinois
$224K -$10.4K -110 -4%
SWA
666
Sightline Wealth Advisors
Connecticut
$223K
MOS
667
MGO One Seven
Ohio
$223K -$183K -1,940 -45%
NP
668
Nilsine Partners
Colorado
$221K -$44.8K -476 -17%
NIWA
669
New Insight Wealth Advisors
California
$221K -$1.04K -11 -0.5%
PVI
670
Pine Valley Investments
New Jersey
$221K +$217K +2,300 New
Legacy Financial Group (Iowa)
671
Legacy Financial Group (Iowa)
Iowa
$220K
LWM
672
Liberty Wealth Management
California
$220K +$94 +1 +0%
FIB
673
First Interstate Bank
Montana
$219K
LG
674
LaFleur & Godfrey
Michigan
$219K
WWM
675
Wolff Wiese Magana
California
$219K