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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
S
726
SignatureFD
Georgia
$130K
WB
727
Webster Bank
Connecticut
$130K
CTC
728
Central Trust Company
Missouri
$129K
SAM
729
S.A. Mason
Michigan
$128K
PP
730
PFS Partners
New Jersey
$128K
FP
731
Financial Perspectives
Minnesota
$124K
MA
732
Montag & Associates
Georgia
$120K
MSG
733
Main Street Group
Virginia
$119K
HCM
734
Horrell Capital Management
Arkansas
$117K
CPA
735
Cardiff Park Advisors
California
$115K
SWP
736
Strategic Wealth Partners
Ohio
$112K
SIC
737
Salem Investment Counselors
North Carolina
$112K
FCMT
738
Founders Capital Management (Texas)
Texas
$108K
WAG
739
Windsor Advisory Group
Ohio
$103K
DFA
740
DHJJ Financial Advisors
Illinois
$102K
BFPW
741
BOK Financial Private Wealth
Colorado
$99.2K
ACA
742
Aptus Capital Advisors
Alabama
$97.3K
DF
743
Dunhill Financial
United Kingdom
$96.4K
RFA
744
Register Financial Advisors
Georgia
$95.9K
AssetMark Inc
745
AssetMark Inc
California
$94.5K
EPW
746
Evergreen Private Wealth
Colorado
$92.7K
RFP
747
Root Financial Partners
California
$91.3K
FWM
748
FSA Wealth Management
Massachusetts
$91.1K
BTI
749
Blue Trust Inc
Georgia
$90.1K
ST
750
Smithfield Trust
Pennsylvania
$88K