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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
BWM
126
BKM Wealth Management
Wisconsin
$4.16M -$22.6K -240 -0.5%
WAM
127
Weinberger Asset Management
California
$4.15M -$197K -2,088 -5%
JE
128
JMAC Enterprises
Pennsylvania
$4.04M +$13.7K +145 +0.3%
SIA
129
Soltis Investment Advisors
Utah
$3.98M +$208K +2,208 +6%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$3.92M +$350K +3,716 +10%
UB
131
UMB Bank
Missouri
$3.77M -$155K -1,642 -4%
MML Investors Services
132
MML Investors Services
Massachusetts
$3.73M -$412K -4,369 -10%
LKWM
133
Lee-Kelleher Wealth Management
Maryland
$3.73M +$16.5K +175 +0.5%
CWM
134
Cranbrook Wealth Management
Michigan
$3.69M -$236K -2,503 -6%
GRP
135
Global Retirement Partners
California
$3.67M -$51.9K -551 -1%
CIAS
136
CFS Investment Advisory Services
New Jersey
$3.66M -$377 -4 -0%
LC
137
LTG Capital
Massachusetts
$3.64M -$52.9K -562 -1%
TCG
138
Transcendent Capital Group
Oklahoma
$3.62M -$592K -6,287 -14%
Pathstone Holdings
139
Pathstone Holdings
New Jersey
$3.61M +$300K +3,187 +9%
AB
140
ANB Bank
Colorado
$3.58M -$214K -2,276 -6%
TRIA
141
Trail Ridge Investment Advisors
Colorado
$3.57M +$58K +616 +2%
MCM
142
M1 Capital Management
Michigan
$3.55M -$228K -2,425 -6%
FHB
143
First Hawaiian Bank
Hawaii
$3.5M -$111K -1,175 -3%
MT
144
Midwest Trust
Kansas
$3.49M -$82.1K -871 -2%
CA
145
Clearstead Advisors
Ohio
$3.44M -$89.2K -947 -3%
MWM
146
Maltin Wealth Management
New Jersey
$3.31M +$67.2K +713 +2%
SEIA
147
Signature Estate & Investment Advisors
California
$3.3M +$77.7K +825 +2%
SCM
148
SOL Capital Management
Maryland
$3.26M +$576K +6,113 +22%
FTS
149
Fifth Third Securities
Ohio
$3.24M +$458K +4,859 +17%
Natixis Advisors
150
Natixis Advisors
Massachusetts
$3.24M +$133K +1,409 +4%