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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
WIA
101
World Investment Advisors
California
$5.91M -$40M -424,257 -87%
I
102
InvesTrust
Oklahoma
$5.79M -$7.91K -84 -0.1%
GPA
103
Guidance Point Advisors
Massachusetts
$5.73M -$260K -2,760 -4%
SS
104
Sunbelt Securities
Texas
$5.69M +$214K +2,272 +4%
AMG
105
Asset Management Group
Connecticut
$5.49M -$77.2K -819 -1%
CFG
106
Citizens Financial Group
Rhode Island
$5.19M -$105K -1,116 -2%
Corient Private Wealth
107
Corient Private Wealth
Florida
$5.15M +$373K +3,962 +8%
FFA
108
Farther Finance Advisors
California
$5.09M +$190K +2,020 +4%
CWL
109
Causey Wealth LLC
Colorado
$4.9M +$187K +1,981 +4%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$4.85M +$16K +170 +0.3%
CCM
111
Coldstream Capital Management
Washington
$4.8M -$408K -4,327 -8%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$4.79M +$4.71M +50,000 +1,250,000%
BCM
113
Becker Capital Management
Oregon
$4.79M -$1.41K -15 -0%
BM
114
Berman McAleer
Maryland
$4.77M +$4.69M +49,771 New
FBB
115
Fulton Breakefield Broenniman
Maryland
$4.74M -$120K -1,276 -3%
TW
116
TritonPoint Wealth
Maryland
$4.65M -$313K -3,327 -6%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$4.62M -$42.1K -447 -0.9%
M&T Bank
118
M&T Bank
New York
$4.48M -$1.42M -15,118 -24%
BA
119
Brightwater Advisory
Florida
$4.44M -$88.7K -942 -2%
WANY
120
Wealthspire Advisors (New York)
New York
$4.38M -$83.3K -884 -2%
NCM
121
Neumann Capital Management
California
$4.34M +$137K +1,455 +3%
PCTC
122
Perkins Coie Trust Company
Washington
$4.28M -$60.3K -640 -1%
CWM
123
Circle Wealth Management
New Jersey
$4.22M
FTWA
124
Fifth Third Wealth Advisors
Ohio
$4.2M -$391K -4,148 -9%
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois
$4.17M +$46.2K +490 +1%