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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
AIA
676
Arcadia Investment Advisors
Idaho
$215K
HCWM
677
Hidden Cove Wealth Management
Washington
$215K
KA
678
Klingman & Associates
New York
$215K
NC
679
North Capital
Utah
$214K
GWP
680
Gateway Wealth Partners
Wisconsin
$212K
SOS
681
Silver Oak Securities
Tennessee
$212K
CCM
682
Colorado Capital Management
Colorado
$211K
FA
683
FC Advisory
Pennsylvania
$211K
PWM
684
Parkshore Wealth Management
California
$209K
KOC
685
Koss-Olinger Consulting
Florida
$209K
NEWAS
686
N.E.W. Advisory Services
Wisconsin
$209K
FDS
687
Freedom Day Solutions
Texas
$209K
RWP
688
Revolve Wealth Partners
New Jersey
$209K
WAL
689
W Advisors LLC
Tennessee
$208K
AOWM
690
Alpha Omega Wealth Management
Virginia
$208K
MCA
691
Midwest Capital Advisors
Michigan
$208K
RBFC
692
Roman Butler Fullerton & Co
Missouri
$208K
SWM
693
Shakespeare Wealth Management
Wisconsin
$207K
Luther King Capital Management (LKCM)
694
Luther King Capital Management (LKCM)
Texas
$207K
WPA
695
Wealth Preservation Advisors
Tennessee
$204K
TA
696
TFB Advisors
Kansas
$204K
SIAS
697
Summit Investment Advisory Services
Minnesota
$203K
SCP
698
Stevens Capital Partners
Nebraska
$202K
QWM
699
Quadcap Wealth Management
Texas
$201K
FWM
700
FFT Wealth Management
Pennsylvania
$201K