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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
RWM
776
RMG Wealth Management
Wisconsin
$48.1K
FGA
777
Fortis Group Advisors
New Jersey
$48K
AC
778
AlphaCore Capital
California
$47.6K
WWA
779
Wealth Watch Advisors
Colorado
$47.6K
CTA
780
Colonial Trust Advisors
South Carolina
$47.5K
SAM
781
Smartleaf Asset Management
Massachusetts
$46.6K
BFS
782
Burkett Financial Services
South Carolina
$45.1K
MMCM
783
Murphy & Mullick Capital Management
New York
$44.5K
HNW
784
High Note Wealth
Minnesota
$43.3K
AIA
785
Armor Investment Advisors
North Carolina
$42.2K
FCAS
786
First Command Advisory Services
Texas
$42.1K
SFCL
787
Strengthening Families & Communities LLC
Massachusetts
$41.3K
WBC
788
West Branch Capital
Massachusetts
$39.7K
IAS
789
IMA Advisory Services
Colorado
$39.1K
RF
790
Rossby Financial
Florida
$38.5K
HDIM
791
Hanson & Doremus Investment Management
Vermont
$38K
SIS
792
Sound Income Strategies
Florida
$37.9K
AWM
793
Abound Wealth Management
Tennessee
$37.7K
QWM
794
Quaker Wealth Management
New Jersey
$36.9K
CFP
795
Comprehensive Financial Planning
Pennsylvania
$36.3K
PCM
796
Palouse Capital Management
Washington
$35.3K
Qube Research & Technologies (QRT)
797
Qube Research & Technologies (QRT)
United Kingdom
$35.2K
RPC
798
Rossmore Private Capital
Connecticut
$35.1K
AP
799
Atwood & Palmer
Missouri
$35K
BMC
800
Bear Mountain Capital
Washington
$33.9K