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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
RFP
751
Root Financial Partners
California
$91.3K +$89.7K +952 New
FWM
752
FSA Wealth Management
Massachusetts
$91.1K
BTI
753
Blue Trust Inc
Georgia
$90.1K -$25.6K -272 -22%
ST
754
Smithfield Trust
Pennsylvania
$88K
MCM
755
Mill Capital Management
North Carolina
$86.3K
FFA
756
Founders Financial Alliance
North Carolina
$83.4K +$82K +870 New
KPP
757
Kings Path Partners
Texas
$80.5K -$1.23K -13 -2%
KSWA
758
Kathleen S. Wright Associates
Pennsylvania
$79.8K
TAM
759
Townsend Asset Management
North Carolina
$79.6K -$173K -1,840 -69%
MEG
760
Millstone Evans Group
Colorado
$79.3K
AAS
761
Ameritas Advisory Services
Nebraska
$76.5K -$43.7K -464 -37%
CIAS
762
Capital Investment Advisory Services
North Carolina
$73.9K
GMA
763
Glassy Mountain Advisors
Maryland
$71.8K +$70.6K +749 New
SMA
764
Sage Mountain Advisors
Georgia
$69.5K
JGIA
765
Jackson Grant Investment Advisers
Connecticut
$69.1K +$188 +2 +0.3%
GWSG
766
GPS Wealth Strategies Group
Colorado
$68.5K -$11.6K -123 -15%
HNB
767
Hilltop National Bank
Wyoming
$67.1K
YDMI
768
Y.D. More Investments
Israel
$65.2K
T
769
Tidemark
California
$63.8K -$24.3K -258 -28%
TIM
770
Thompson Investment Management
Wisconsin
$62.9K
KFA
771
Kelleher Financial Advisors
New York
$59.5K +$58.4K +620 New
MIA
772
Milestone Investment Advisors
Wisconsin
$58.3K
OFG
773
Oxford Financial Group
Indiana
$57.5K
QC
774
Quent Capital
New York
$55.4K +$54.5K +578 New
GI
775
GAMMA Investing
California
$54.8K