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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
AW
851
Avion Wealth
Texas
$8K
PWA
852
Provenance Wealth Advisors
Florida
$7.25K
POIA
853
Pin Oak Investment Advisors
Texas
$6.9K
EWM
854
EPG Wealth Management
Georgia
$6.9K
TFA
855
Transamerica Financial Advisors
Florida
$6.34K
CFD
856
Creative Financial Designs
Indiana
$6.17K
SC
857
Sawyer & Company
Massachusetts
$6K
NMG
858
New Millennium Group
Utah
$5.75K
FDCP
859
Foster Dykema Cabot & Partners
Massachusetts
$5.02K
SN
860
Sittner & Nelson
Oregon
$4.6K
SWIM
861
Smallwood Wealth Investment Management
New Jersey
$4.6K
IF
862
Integrity Financial
Wyoming
$4.12K
HFS
863
Hantz Financial Services
Michigan
$4K
LWA
864
Lowe Wealth Advisors
Maryland
$3.84K
VCM
865
Versant Capital Management
Arizona
$3.74K
GSWM
866
Golden State Wealth Management
California
$3.45K
HR
867
Howe & Rusling
New York
$2.95K
ETC
868
Exchange Traded Concepts
Oklahoma
$2.4K
KFP
869
Keener Financial Planning
Texas
$2K
CIA
870
Cape Investment Advisory
Georgia
$1.92K
MBFW
871
Morton Brown Family Wealth
Pennsylvania
$1.53K
TWM
872
Tripletail Wealth Management
Florida
$1.26K
CCM
873
Cloud Capital Management
Washington
$1K
IRC
874
Investors Research Corp
Georgia
$959
PWA
875
Physician Wealth Advisors
Utah
$870