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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
PA
701
Procyon Advisors
Connecticut
$201K
PAW
702
Plan A Wealth
Nebraska
$201K
GAM
703
Gemmer Asset Management
California
$200K
ADL
704
Asset Dedication LLC
California
$193K
SNB
705
Security National Bank
Nebraska
$187K
LB
706
Legacy Bridge
Iowa
$183K
NWMP
707
Noble Wealth Management PBC
Colorado
$182K
FDCDDQ
708
Federation des caisses Desjardins du Quebec
Quebec, Canada
$182K
CFO
709
CVA Family Office
Colorado
$173K
EWA
710
EverSource Wealth Advisors
Alabama
$172K
HPC
711
HM Payson & Co
Maine
$164K
WPA
712
West Paces Advisors
Georgia
$161K
TCB
713
Texas Capital Bancshares
Texas
$157K
PB
714
Pinnacle Bancorp
Nebraska
$150K
CT
715
Clearstead Trust
Maine
$150K
KTC
716
Kentucky Trust Company
Kentucky
$150K
MHR
717
Matthew Hamilton Rosenberg
$149K
TCOT
718
Trust Company of Toledo
Ohio
$146K
PIP
719
Peachtree Investment Partners
Florida
$145K
DSC
720
Duncker Streett & Co
Missouri
$144K
GBT
721
Grove Bank & Trust
Florida
$141K
GWP
722
Gen-Wealth Partners
Michigan
$138K
SA
723
Strategic Advocates
Utah
$137K
AFWM
724
Abich Financial Wealth Management
Virginia
$135K
RP
725
Rice Partnership
Hawaii
$133K