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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
PWA
851
Provenance Wealth Advisors
Florida
$7.25K
POIA
852
Pin Oak Investment Advisors
Texas
$6.9K
EWM
853
EPG Wealth Management
Georgia
$6.9K
TFA
854
Transamerica Financial Advisors
Florida
$6.34K
CFD
855
Creative Financial Designs
Indiana
$6.17K
SC
856
Sawyer & Company
Massachusetts
$6K
NMG
857
New Millennium Group
Utah
$5.75K
FDCP
858
Foster Dykema Cabot & Partners
Massachusetts
$5.02K
SN
859
Sittner & Nelson
Oregon
$4.6K
SWIM
860
Smallwood Wealth Investment Management
New Jersey
$4.6K
IF
861
Integrity Financial
Wyoming
$4.12K
HFS
862
Hantz Financial Services
Michigan
$4K
LWA
863
Lowe Wealth Advisors
Maryland
$3.84K
VCM
864
Versant Capital Management
Arizona
$3.74K
GSWM
865
Golden State Wealth Management
California
$3.45K
HR
866
Howe & Rusling
New York
$2.95K
ETC
867
Exchange Traded Concepts
Oklahoma
$2.4K
KFP
868
Keener Financial Planning
Texas
$2K
CIA
869
Cape Investment Advisory
Georgia
$1.92K
MBFW
870
Morton Brown Family Wealth
Pennsylvania
$1.53K
TWM
871
Tripletail Wealth Management
Florida
$1.26K
CCM
872
Cloud Capital Management
Washington
$1K
IRC
873
Investors Research Corp
Georgia
$959
PWA
874
Physician Wealth Advisors
Utah
$870
OHWP
875
Oak Harbor Wealth Partners
North Carolina
$767