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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
Kovitz Investment Group Partners
151
Kovitz Investment Group Partners
Illinois
$3.23M -$169K -1,797 -5%
IF
152
Ironwood Financial
Arizona
$3.23M +$272K +2,888 +9%
TSWM
153
Triangle Securities Wealth Management
North Carolina
$3.15M +$3.2K +34 +0.1%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$3.12M -$35.3K -375 -1%
P
155
&Partners
Tennessee
$3.1M +$1.01M +10,709 +49%
DBIA
156
Dumont & Blake Investment Advisors
New Jersey
$3.08M +$9.23K +98 +0.3%
SWM
157
Segment Wealth Management
Texas
$3.04M
SPC
158
Sigma Planning Corp
Michigan
$3M -$187K -1,989 -6%
William Blair & Company
159
William Blair & Company
Illinois
$2.87M +$6.5K +69 +0.2%
UBV
160
United Bank (Virginia)
Virginia
$2.86M +$74.1K +786 +3%
MM
161
Main Management
California
$2.85M -$357K -3,791 -11%
OC
162
Oppenheimer & Co
New York
$2.85M +$178K +1,889 +7%
SCM
163
Stordahl Capital Management
Colorado
$2.79M -$1.98K -21 -0.1%
FGWP
164
Founders Grove Wealth Partners
Virginia
$2.77M -$213K -2,257 -7%
CB
165
Commerce Bank
Missouri
$2.73M -$60K -637 -2%
PFG
166
Pacific Financial Group
Washington
$2.73M -$28.5K -303 -1%
SG
167
Somerset Group
Minnesota
$2.73M +$422K +4,482 +19%
PWP
168
Perfromance Wealth Partners
Illinois
$2.64M -$103K -1,092 -4%
ABWM
169
Alpine Bank Wealth Management
Colorado
$2.63M
TIAAOA
170
Teachers Insurance & Annuity Association of America
New York
$2.61M
GWMR
171
GC Wealth Management RIA
Massachusetts
$2.57M -$122K -1,300 -5%
SWM
172
Spire Wealth Management
Virginia
$2.56M -$44.8K -475 -2%
UWPG
173
Ullmann Wealth Partners Group
Florida
$2.56M -$14K -149 -0.6%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$2.56M -$3.46M -36,701 -58%
HFW
175
Horizon Family Wealth
Illinois
$2.42M +$124K +1,316 +6%