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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
CG
676
CFO4Life Group
Texas
$216K
GBWM
677
Granite Bay Wealth Management
New Hampshire
$215K
AIA
678
Arcadia Investment Advisors
Idaho
$215K
HCWM
679
Hidden Cove Wealth Management
Washington
$215K
KA
680
Klingman & Associates
New York
$215K
NC
681
North Capital
Utah
$214K +$94 +1 +0%
GWP
682
Gateway Wealth Partners
Wisconsin
$212K
SOS
683
Silver Oak Securities
Tennessee
$212K +$208K +2,210 New
CCM
684
Colorado Capital Management
Colorado
$211K
FA
685
FC Advisory
Pennsylvania
$211K +$207K +2,196 New
PWM
686
Parkshore Wealth Management
California
$209K +$206K +2,184 New
KOC
687
Koss-Olinger Consulting
Florida
$209K
NEWAS
688
N.E.W. Advisory Services
Wisconsin
$209K
FDS
689
Freedom Day Solutions
Texas
$209K +$205K +2,179 New
RWP
690
Revolve Wealth Partners
New Jersey
$209K -$3.49K -37 -2%
WAL
691
W Advisors LLC
Tennessee
$208K +$204K +2,170 New
AOWM
692
Alpha Omega Wealth Management
Virginia
$208K +$204K +2,170 New
MCA
693
Midwest Capital Advisors
Michigan
$208K +$283 +3 +0.1%
RBFC
694
Roman Butler Fullerton & Co
Missouri
$208K +$188 +2 +0.1%
SWM
695
Shakespeare Wealth Management
Wisconsin
$207K +$204K +2,160 New
Luther King Capital Management (LKCM)
696
Luther King Capital Management (LKCM)
Texas
$207K
WPA
697
Wealth Preservation Advisors
Tennessee
$204K
TA
698
TFB Advisors
Kansas
$204K +$201K +2,129 New
SIAS
699
Summit Investment Advisory Services
Minnesota
$203K +$199K +2,113 New
SCP
700
Stevens Capital Partners
Nebraska
$202K +$199K +2,111 New