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iShares S&P Mid-Cap 400 Growth ETF

862 hedge funds and large institutions have $6.2B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 218 increasing their positions, 281 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

22% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 281

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
862
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$614K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.69M
2 +$6.28M
3 +$4.99M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$4.79M
5
Goldman Sachs
Goldman Sachs
New York
+$3.45M

Top Sellers

1 -$40.7M
2 -$37.3M
3 -$21M
4
AAP
Arax Advisory Partners
Colorado
-$18.9M
5
Morgan Stanley
Morgan Stanley
New York
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$3.12M
P
152
&Partners
Tennessee
$3.1M
DBIA
153
Dumont & Blake Investment Advisors
New Jersey
$3.08M
SWM
154
Segment Wealth Management
Texas
$3.04M
SPC
155
Sigma Planning Corp
Michigan
$3M
William Blair & Company
156
William Blair & Company
Illinois
$2.87M
UBV
157
United Bank (Virginia)
Virginia
$2.86M
MM
158
Main Management
California
$2.85M
OC
159
Oppenheimer & Co
New York
$2.85M
SCM
160
Stordahl Capital Management
Colorado
$2.79M
FGWP
161
Founders Grove Wealth Partners
Virginia
$2.77M
CB
162
Commerce Bank
Missouri
$2.73M
PFG
163
Pacific Financial Group
Washington
$2.73M
SG
164
Somerset Group
Minnesota
$2.73M
PWP
165
Perfromance Wealth Partners
Illinois
$2.64M
ABWM
166
Alpine Bank Wealth Management
Colorado
$2.63M
TIAAOA
167
Teachers Insurance & Annuity Association of America
New York
$2.61M
GWMR
168
GC Wealth Management RIA
Massachusetts
$2.57M
SWM
169
Spire Wealth Management
Virginia
$2.56M
UWPG
170
Ullmann Wealth Partners Group
Florida
$2.56M
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$2.56M
HFW
172
Horizon Family Wealth
Illinois
$2.42M
VW
173
Vance Wealth
California
$2.39M
CI
174
CX Institutional
Indiana
$2.33M
RPGK
175
Retirement Planning Group (Kansas)
Kansas
$2.33M