IJK icon

iShares S&P Mid-Cap 400 Growth ETF

876 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, 282 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: 282

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
876
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
NSIM
826
North Star Investment Management
Illinois
$16.7K
IW
827
Imprint Wealth
South Carolina
$16.6K
MPCG
828
Matrix Private Capital Group
New York
$15.3K
MAS
829
MPWM Advisory Solutions
Georgia
$15.3K
PSB
830
Piscataqua Savings Bank
New Hampshire
$15.3K
CT
831
Caldwell Trust
Florida
$15.2K
BHWM
832
Beaird Harris Wealth Management
Texas
$15.2K
GG
833
Gleason Group
Kentucky
$14.8K
BA
834
Ballast Advisors
Minnesota
$14.4K
LBC
835
Lowe Brockenbrough & Co
Virginia
$14.1K
VWA
836
VSM Wealth Advisory
Maryland
$13.9K
NCM
837
Northwest Capital Management
Oregon
$13.5K
CBT
838
CoreFirst Bank & Trust
Kansas
$12.7K
DPW
839
DiNuzzo Private Wealth
Pennsylvania
$12.6K
CMBA
840
C.M. Bidwell & Associates
Hawaii
$11.9K
TTIC
841
Tower Trust & Investment Company
Iowa
$11K
PP
842
Pacifica Partners
Canada
$10.8K
ATC
843
Adirondack Trust Company
New York
$10.7K
TSMHT
844
Thurston Springer Miller Herd & Titak
Indiana
$10.7K
RA
845
Rise Advisors
New York
$10.3K
BONH
846
Bank of New Hampshire
New Hampshire
$10.3K
EWM
847
Evolution Wealth Management
Florida
$9.59K
CWIG
848
Chung Wu Investment Group
Texas
$9.59K
TC
849
Trust Company
Kansas
$9.21K
HFS
850
Hughes Financial Services
Virginia
$9.09K