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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
PCM
801
Palouse Capital Management
Washington
$35.3K
Qube Research & Technologies (QRT)
802
Qube Research & Technologies (QRT)
United Kingdom
$35.2K -$2.92K -31 -8%
RPC
803
Rossmore Private Capital
Connecticut
$35.1K +$34.5K +366 New
AP
804
Atwood & Palmer
Missouri
$35K
BMC
805
Bear Mountain Capital
Washington
$33.9K
CB
806
Centennial Bank
Arkansas
$33.6K -$4.71K -50 -13%
HCM
807
Hollencrest Capital Management
California
$30.7K
PCFFS
808
Pacific Center for Financial Services
California
$29.5K
SIA
809
Strategic Investment Advisors
Michigan
$29.1K +$20.6M +218,195 New
KB
810
Kimelman & Baird
New York
$28.8K
National Bank of Canada
811
National Bank of Canada
Quebec, Canada
$28.8K +$28.3K +300 New
ATS
812
Ashton Thomas Securities
New York
$28.3K +$27.8K +295 New
FPB
813
First PREMIER Bank
South Dakota
$28K
AGWCA
814
Annis Gardner Whiting Capital Advisors
Florida
$27.6K
WIM
815
Westside Investment Management
California
$27.6K
CNBTD
816
Citizens National Bank Trust Department
Mississippi
$26.8K
RIL
817
Rothschild Investment LLC
Illinois
$26.1K
FCG
818
Financial Connections Group
California
$23K
BTD
819
BankPlus Trust Department
Mississippi
$22.3K
TFGT
820
TS Financial Group (TSFG)
Illinois
$22K
LFG
821
Larson Financial Group
Missouri
$20.7K +$12.8K +136 +170%
AIC
822
Archer Investment Corporation
Indiana
$20.5K +$94 +1 +0.5%
HWM
823
Hemington Wealth Management
Virginia
$20K
BWL
824
Bogart Wealth LLC
Virginia
$20K
CCMI
825
Creative Capital Management Investments
California
$19.6K