We are live on ! Find out more
IJK icon

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
CWIG
851
Chung Wu Investment Group
Texas
$9.59K
EWM
852
Evolution Wealth Management
Florida
$9.59K
TC
853
Trust Company
Kansas
$9.21K -$3.67K -39 -29%
HFS
854
Hughes Financial Services
Virginia
$9.09K
AW
855
Avion Wealth
Texas
$8K
PWA
856
Provenance Wealth Advisors
Florida
$7.25K
EWM
857
EPG Wealth Management
Georgia
$6.9K
POIA
858
Pin Oak Investment Advisors
Texas
$6.9K
TFA
859
Transamerica Financial Advisors
Florida
$6.34K +$6.31K +67 New
CFD
860
Creative Financial Designs
Indiana
$6.17K
SC
861
Sawyer & Company
Massachusetts
$6K
NMG
862
New Millennium Group
Utah
$5.75K
RF
863
Robinswood Financial
Washington
$5.61K
FDCP
864
Foster Dykema Cabot & Partners
Massachusetts
$5.02K +$4.9K +52 New
SN
865
Sittner & Nelson
Oregon
$4.6K
SWIM
866
Smallwood Wealth Investment Management
New Jersey
$4.6K
IF
867
Integrity Financial
Wyoming
$4.12K +$4.05K +43 New
HFS
868
Hantz Financial Services
Michigan
$4K +$3.67K +39 New
LWA
869
Lowe Wealth Advisors
Maryland
$3.84K
VCM
870
Versant Capital Management
Arizona
$3.74K +$3.67K +39 New
GSWM
871
Golden State Wealth Management
California
$3.45K
HR
872
Howe & Rusling
New York
$2.95K
ETC
873
Exchange Traded Concepts
Oklahoma
$2.4K -$224K -2,373 -99%
KFP
874
Keener Financial Planning
Texas
$2K
CIA
875
Cape Investment Advisory
Georgia
$1.92K