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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
OCM
201
One Capital Management
California
$1.99M -$107K -1,138 -5%
DIP
202
Davis Investment Partners
North Carolina
$1.98M
TIA
203
Tiemann Investment Advisors
California
$1.92M +$8.2K +87 +0.4%
DC
204
Darrow Company
Massachusetts
$1.91M -$16.3K -173 -0.9%
ASN
205
Advisory Services Network
Georgia
$1.9M -$334K -3,544 -15%
VAS
206
Vestmark Advisory Solutions
Massachusetts
$1.89M +$1.2M +12,703 +180%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$1.87M +$5.37K +57 +0.3%
CWM
208
C2C Wealth Management
Arizona
$1.87M
CW
209
CreativeOne Wealth
Kansas
$1.85M -$127K -1,349 -7%
SWP
210
Stratos Wealth Partners
Ohio
$1.85M +$2.83K +30 +0.2%
NA
211
NewEdge Advisors
Louisiana
$1.84M +$219K +2,325 +14%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$1.83M -$3.2K -34 -0.2%
AWM
213
Apollon Wealth Management
South Carolina
$1.82M +$11.2K +119 +0.6%
Franklin Resources
214
Franklin Resources
California
$1.81M -$124K -1,320 -7%
WFA
215
Wellspring Financial Advisors
Ohio
$1.81M +$659 +7 +0%
WT
216
Whittier Trust
California
$1.8M
DIA
217
Dana Investment Advisors
Wisconsin
$1.79M +$95.4K +1,013 +6%
MWM
218
Meridian Wealth Management
Kentucky
$1.76M +$431K +4,577 +33%
MMHP
219
Murphy Middleton Hinkle & Parker
Georgia
$1.75M +$307K +3,258 +22%
JWCA
220
J.W. Cole Advisors
Florida
$1.74M +$136K +1,441 +9%
IFG
221
Independent Financial Group
California
$1.72M -$436K -4,625 -21%
UB
222
Umpqua Bank
Oregon
$1.72M +$43.8K +465 +3%
GWM
223
GSB Wealth Management
Connecticut
$1.71M +$250K +2,654 +17%
ONB
224
Old National Bancorp
Indiana
$1.71M +$686K +7,282 +69%
RDFA
225
Ritter Daniher Financial Advisory
Ohio
$1.71M -$75.4K -800 -4%