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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
VW
176
Vance Wealth
California
$2.39M -$74.5K -791 -3%
CI
177
CX Institutional
Indiana
$2.33M +$90.9K +965 +4%
RPGK
178
Retirement Planning Group (Kansas)
Kansas
$2.33M -$82.2K -873 -3%
WMWM
179
Whitaker-Myers Wealth Managers
Ohio
$2.29M +$777K +8,245 +53%
NAAA
180
New Age Alpha Advisors
New York
$2.29M -$295K -3,136 -12%
AllianceBernstein
181
AllianceBernstein
Tennessee
$2.25M +$10.6K +112 +0.5%
Bessemer Group
182
Bessemer Group
New Jersey
$2.23M
Jane Street
183
Jane Street
New York
$2.22M +$1.23M +13,093 +130%
FWMM
184
Foundation Wealth Management (Missouri)
Missouri
$2.21M +$103K +1,091 +5%
SSW
185
Smith Shellnut Wilson
Mississippi
$2.21M -$29K -308 -1%
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$2.2M +$13.8K +147 +0.6%
RWP
187
RWA Wealth Partners
Massachusetts
$2.17M +$15K +159 +0.7%
CCAM
188
Codex Capital Asset Management
Texas
$2.16M
SFO
189
Stenger Family Office
Illinois
$2.15M -$12.6K -134 -0.6%
CAM
190
Cresset Asset Management
Illinois
$2.15M +$32.3K +343 +2%
PA
191
PFG Advisors
Arizona
$2.14M +$2.1M +22,331 New
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$2.13M +$989K +10,500 +90%
GJIA
193
Glass Jacobson Investment Advisors
Maryland
$2.12M -$18.2K -193 -0.9%
OA
194
Operose Advisors
Wisconsin
$2.11M +$471 +5 +0%
CTC
195
Corundum Trust Company
South Dakota
$2.09M
AA
196
Alesco Advisors
New York
$2.08M
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$2.06M +$336K +3,567 +20%
PIS
198
POM Investment Strategies
North Carolina
$2.06M -$306K -3,249 -13%
APP
199
Avantax Planning Partners
Iowa
$2.04M -$17K -180 -0.8%
AFC
200
AFT Forsyth & Company
Florida
$2.03M +$471 +5 +0%