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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
QWM
701
Quadcap Wealth Management
Texas
$201K +$197K +2,093 New
FWM
702
FFT Wealth Management
Pennsylvania
$201K +$197K +2,092 New
PA
703
Procyon Advisors
Connecticut
$201K +$197K +2,092 New
PAW
704
Plan A Wealth
Nebraska
$201K +$197K +2,091 New
GAM
705
Gemmer Asset Management
California
$200K +$197K +2,090 New
ADL
706
Asset Dedication LLC
California
$193K +$2.64K +28 +1%
SNB
707
Security National Bank
Nebraska
$187K
NSG
708
Nalls Sherbakoff Group
Tennessee
$184K -$24.5K -260 -12%
LB
709
Legacy Bridge
Iowa
$183K
NWMP
710
Noble Wealth Management PBC
Colorado
$182K +$179K +1,898 New
FDCDDQ
711
Federation des caisses Desjardins du Quebec
Quebec, Canada
$182K
CFO
712
CVA Family Office
Colorado
$173K
EWA
713
EverSource Wealth Advisors
Alabama
$172K
HPC
714
HM Payson & Co
Maine
$164K
WPA
715
West Paces Advisors
Georgia
$161K -$15.3K -162 -9%
TCB
716
Texas Capital Bancshares
Texas
$157K +$155K +1,640 New
PB
717
Pinnacle Bancorp
Nebraska
$150K
CT
718
Clearstead Trust
Maine
$150K
KTC
719
Kentucky Trust Company
Kentucky
$150K
MHR
720
Matthew Hamilton Rosenberg
$149K
TCOT
721
Trust Company of Toledo
Ohio
$146K
PIP
722
Peachtree Investment Partners
Florida
$145K +$94 +1 +0.1%
DSC
723
Duncker Streett & Co
Missouri
$144K
GBT
724
Grove Bank & Trust
Florida
$141K
GWP
725
Gen-Wealth Partners
Michigan
$138K