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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
ATPW
76
Ashton Thomas Private Wealth
Arizona
$8.59M -$238K -2,531 -3%
MCCA
77
Mill Creek Capital Advisors
Pennsylvania
$8.4M
ABC
78
Associated Banc-Corp
Wisconsin
$8.39M -$137K -1,450 -2%
SWA
79
SOA Wealth Advisors
New York
$8.11M -$1.29M -13,693 -14%
BMCM
80
Bryn Mawr Capital Management
Pennsylvania
$8.11M -$12.5K -133 -0.2%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$7.82M -$2.18M -23,169 -22%
SG
82
StoneX Group
New York
$7.61M +$10.5K +111 +0.1%
RA
83
Rodgers & Associates
Pennsylvania
$7.51M -$422K -4,480 -5%
CFO
84
Callan Family Office
Pennsylvania
$7.5M -$610K -6,470 -8%
OFS
85
Oldfather Financial Services
Nebraska
$7.49M +$323K +3,425 +5%
DP
86
Denver PWM
Colorado
$7.43M
GT
87
Greenleaf Trust
Michigan
$7.34M -$47K -499 -0.6%
HT
88
Heritage Trust
Oklahoma
$7.25M -$1.13K -12 -0%
PAG
89
Private Advisor Group
New Jersey
$7.24M -$264K -2,806 -4%
DI
90
DDFG Inc
California
$7.18M +$1.35M +14,318 +24%
FCFC
91
First Citizens Financial Corp
Iowa
$7.15M +$156K +1,658 +2%
MBTD
92
Mechanics Bank - Trust Department
California
$7.03M -$45.2K -480 -0.7%
JFA
93
JNBA Financial Advisors
Minnesota
$6.71M -$233K -2,473 -3%
SA
94
Sanctuary Advisors
Indiana
$6.54M +$330K +3,504 +5%
Citigroup
95
Citigroup
New York
$6.41M +$2.08M +22,107 +49%
HWM
96
HB Wealth Management
Georgia
$6.38M +$213K +2,261 +4%
GIM
97
Goelzer Investment Management
Indiana
$6.36M -$190K -2,013 -3%
CA
98
Centerpoint Advisors
Massachusetts
$6.1M -$29.1K -309 -0.5%
IFA
99
Independence Financial Advisors
New Hampshire
$6.1M +$309K +3,276 +5%
ITB
100
Idaho Trust Bank
Idaho
$6.02M +$1.04M +11,090 +21%