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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
Creative Planning
51
Creative Planning
Kansas
$17.9M -$224K -2,376 -1%
SL
52
Salomon & Ludwin
Virginia
$17.9M -$298K -3,162 -2%
EH
53
Equitable Holdings
New York
$17.6M +$3.27M +34,756 +23%
SFP
54
Sterling Financial Planning
New Jersey
$17.3M +$186K +1,979 +1%
KAS
55
Kestra Advisory Services
Texas
$16.6M +$22K +233 +0.1%
Comerica Bank
56
Comerica Bank
Texas
$15.7M -$351K -3,726 -2%
IWC
57
Integrated Wealth Concepts
Massachusetts
$15.4M +$1.51K +16 +0%
TYCC
58
Texas Yale Capital Corp
Florida
$15.3M -$9.42K -100 -0.1%
1IA
59
1834 Investment Advisors
Wisconsin
$15.1M -$778K -8,257 -5%
ATC
60
Argent Trust Co
Tennessee
$14.5M +$621K +6,594 +5%
Osaic Holdings
61
Osaic Holdings
Arizona
$14M -$109K -1,157 -0.8%
IFS
62
Ifrah Financial Services
Arkansas
$13.7M -$64.7K -687 -0.5%
CFB
63
Cullen/Frost Bankers
Texas
$13.7M -$308K -3,274 -2%
WA
64
Waverly Advisors
Alabama
$13.6M -$122K -1,296 -0.9%
GIA
65
GHP Investment Advisors
Colorado
$13.6M -$85.2K -904 -0.6%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$13.3M +$276K +2,925 +2%
FMC
67
First Merchants Corp
Indiana
$13.3M -$408K -4,327 -3%
MGIA
68
Moneta Group Investment Advisors
Missouri
$12.1M +$183K +1,938 +2%
US Bancorp
69
US Bancorp
Minnesota
$10.7M -$259K -2,748 -2%
AG
70
AlTi Global
New York
$10.5M -$4.28M -45,406 -29%
HNB
71
Huntington National Bank
Ohio
$9.72M
WPIC
72
White Pine Investment Company
Michigan
$9.6M +$91.2K +968 +1%
BEC
73
Blue Edge Capital
Virginia
$9.56M +$11K +117 +0.1%
JWA
74
JFS Wealth Advisors
Pennsylvania
$9.11M +$289K +3,065 +3%
BFM
75
Broadview Financial Management
Wisconsin
$9.01M -$356K -3,778 -4%