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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
CAM
826
Creekmur Asset Management
Illinois
$19.5K
CIR
827
Clear Investment Research
Georgia
$19.5K +$19.1K +203 New
SFC
828
SYM Financial Corp
Indiana
$19.2K
CCM
829
Chilton Capital Management
Texas
$17.3K +$17K +180 New
NSIM
830
North Star Investment Management
Illinois
$16.7K
IW
831
Imprint Wealth
South Carolina
$16.6K +$16.3K +173 New
MPCG
832
Matrix Private Capital Group
New York
$15.3K
MAS
833
MPWM Advisory Solutions
Georgia
$15.3K
PSB
834
Piscataqua Savings Bank
New Hampshire
$15.3K
CT
835
Caldwell Trust
Florida
$15.2K -$49K -520 -77%
BHWM
836
Beaird Harris Wealth Management
Texas
$15.2K
GG
837
Gleason Group
Kentucky
$14.8K
BA
838
Ballast Advisors
Minnesota
$14.4K
LBC
839
Lowe Brockenbrough & Co
Virginia
$14.1K
VWA
840
VSM Wealth Advisory
Maryland
$13.9K +$94 +1 +0.7%
NCM
841
Northwest Capital Management
Oregon
$13.5K
CBT
842
CoreFirst Bank & Trust
Kansas
$12.7K -$2.92K -31 -19%
DPW
843
DiNuzzo Private Wealth
Pennsylvania
$12.6K
CMBA
844
C.M. Bidwell & Associates
Hawaii
$11.9K
TTIC
845
Tower Trust & Investment Company
Iowa
$11K
PP
846
Pacifica Partners
Canada
$10.8K
ATC
847
Adirondack Trust Company
New York
$10.7K
TSMHT
848
Thurston Springer Miller Herd & Titak
Indiana
$10.7K +$10.6K +112 New
RA
849
Rise Advisors
New York
$10.3K -$8.29K -88 -45%
BONH
850
Bank of New Hampshire
New Hampshire
$10.3K