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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
MBFW
876
Morton Brown Family Wealth
Pennsylvania
$1.53K
TWM
877
Tripletail Wealth Management
Florida
$1.26K +$1.23K +13 New
CCM
878
Cloud Capital Management
Washington
$1K +$1.13K +12 New
IRC
879
Investors Research Corp
Georgia
$959
PWA
880
Physician Wealth Advisors
Utah
$870
OHWP
881
Oak Harbor Wealth Partners
North Carolina
$767
SRCM
882
Signature Resources Capital Management
California
$96 -$7.91K -84 -99%
RCM
883
Raleigh Capital Management
North Carolina
$92
AAP
884
Arax Advisory Partners
Colorado
-$18.9M -207,986 Closed
HSBC Holdings
885
HSBC Holdings
United Kingdom
-$9.75M -107,183 Closed
SWGC
886
Summit Wealth Group (Colorado)
Colorado
-$2.52M -27,734 Closed
FAIM
887
Financial Advocates Investment Management
Washington
-$1.62M -17,832 Closed
SFG
888
Sather Financial Group
Texas
-$1.03M -11,360 Closed
EFG
889
Ehrlich Financial Group
California
-$811K -8,916 Closed
DCA
890
DSG Capital Advisors
Minnesota
-$714K -7,852 Closed
TL
891
Tradewinds LLC
North Carolina
-$453K -4,982 Closed
AAS
892
Annex Advisory Services
Wisconsin
-$311K -3,416 Closed
BWA
893
BlueChip Wealth Advisors
Georgia
-$305K -3,351 Closed
FIA
894
Foundations Investment Advisors
Arizona
-$299K -3,291 Closed
ACI
895
Alpha Cubed Investments
California
-$278K -3,054 Closed
TFA
896
Teamwork Financial Advisors
Texas
-$229K -2,515 Closed
TSS
897
Two Sigma Securities
New York
-$223K -2,449 Closed
Renaissance Technologies
898
Renaissance Technologies
New York
-$209K -2,300 Closed
JSW
899
Journey Strategic Wealth
New Jersey
-$202K -2,217 Closed
BSI
900
Bennett Selby Investments
Maine
-$201K -2,210 Closed