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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
VNA
901
Valley National Advisers
Pennsylvania
-$167K -1,842 Closed
TIM
902
Total Investment Management
Arizona
-$89.5K -984 Closed
AG
903
AmeriFlex Group
Nevada
-$81.7K -904 Closed
CICI
904
Capital Investment Counsel Inc
North Carolina
-$37.3K -410 Closed
GC
905
Garde Capital
Washington
-$33.5K -368 Closed
MYIA
906
Mount Yale Investment Advisors
Colorado
-$28.9K -318 Closed
GWANC
907
Guardian Wealth Advisors (North Carolina)
North Carolina
-$25.6K -281 Closed
MAFA
908
MJT & Associates Financial Advisory
Minnesota
-$19K -210 Closed
RPCA
909
Running Point Capital Advisors
California
-$18.3K -201 Closed
BA
910
Bristlecone Advisors
Washington
-$18K -198 Closed
AWM
911
Atticus Wealth Management
Florida
-$17.1K -188 Closed
SC
912
Stephens Consulting
Michigan
-$12.4K -136 Closed
TAM
913
Tucker Asset Management
Colorado
-$11.2K -123 Closed
FMTCOCP
914
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$11K -120 Closed
CWM
915
CarsonAllaria Wealth Management
Illinois
-$10.2K -111 Closed
T
916
Transce3nd
Texas
-$8.92K -98 Closed
EB
917
Eastern Bank
Massachusetts
-$8.55K -94 Closed
GM
918
GeoWealth Management
Illinois
-$7.87K -86 Closed
FG
919
Fairman Group
Pennsylvania
-$2K -22 Closed
RWM
920
Rialto Wealth Management
New York
-$364 -4 Closed