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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
JFGIW
776
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54.2K -$79.7K -846 -60%
GWSA
777
Global Wealth Strategies & Associates
Colorado
$53.9K +$52.9K +562 New
SC
778
Steph & Co
Wisconsin
$53.7K
ANBT
779
American National Bank & Trust
Texas
$49K -$6.88K -73 -13%
CPG
780
Cornerstone Planning Group
New Jersey
$48.7K +$94 +1 +0.2%
RWM
781
RMG Wealth Management
Wisconsin
$48.1K
FGA
782
Fortis Group Advisors
New Jersey
$48K
AC
783
AlphaCore Capital
California
$47.6K
WWA
784
Wealth Watch Advisors
Colorado
$47.6K +$46.7K +496 New
CTA
785
Colonial Trust Advisors
South Carolina
$47.5K
SAM
786
Smartleaf Asset Management
Massachusetts
$46.6K
BFS
787
Burkett Financial Services
South Carolina
$45.1K +$94 +1 +0.2%
MMCM
788
Murphy & Mullick Capital Management
New York
$44.5K
HNW
789
High Note Wealth
Minnesota
$43.3K
AIA
790
Armor Investment Advisors
North Carolina
$42.2K
FCAS
791
First Command Advisory Services
Texas
$42.1K
SFCL
792
Strengthening Families & Communities LLC
Massachusetts
$41.3K +$40.5K +430 New
WBC
793
West Branch Capital
Massachusetts
$39.7K +$94 +1 +0.2%
IAS
794
IMA Advisory Services
Colorado
$39.1K
RF
795
Rossby Financial
Florida
$38.5K -$1.13K -12 -3%
HDIM
796
Hanson & Doremus Investment Management
Vermont
$38K
SIS
797
Sound Income Strategies
Florida
$37.9K
AWM
798
Abound Wealth Management
Tennessee
$37.7K +$5.09K +54 +16%
QWM
799
Quaker Wealth Management
New Jersey
$36.9K +$94 +1 +0.3%
CFP
800
Comprehensive Financial Planning
Pennsylvania
$36.3K +$94 +1 +0.3%