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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
Morgan Stanley
1
Morgan Stanley
New York
$687M -$17M -180,310 -2%
Wells Fargo
2
Wells Fargo
California
$581M -$6.76M -71,747 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$382M -$12.9M -136,754 -3%
Bank of America
4
Bank of America
North Carolina
$343M -$20.6M -219,055 -6%
Goldman Sachs
5
Goldman Sachs
New York
$210M +$3.39M +36,020 +2%
UBS Group
6
UBS Group
Switzerland
$206M +$9.52M +101,025 +5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$187M -$996K -10,568 -0.5%
Raymond James Financial
8
Raymond James Financial
Florida
$176M -$281K -2,978 -0.2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$175M +$6.17M +65,515 +4%
LPL Financial
10
LPL Financial
California
$139M -$10.7M -113,192 -7%
Financial Engines Advisors
11
Financial Engines Advisors
California
$129M -$4.7M -49,872 -4%
DADC
12
D.A. Davidson & Co
Montana
$110M +$4.9M +52,051 +5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$109M -$7.3M -77,465 -6%
Northern Trust
14
Northern Trust
Illinois
$106M +$593K +6,296 +0.6%
Ameriprise
15
Ameriprise
Minnesota
$96.5M -$1.82M -19,304 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$84.3M +$1.57M +16,657 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$77.8M -$5.23M -55,499 -6%
MCM
18
MAI Capital Management
Ohio
$70.2M +$166K +1,761 +0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$62M -$14.6M -155,128 -19%
HighTower Advisors
20
HighTower Advisors
Illinois
$55.7M +$1.66M +17,598 +3%
KeyBank National Association
21
KeyBank National Association
Ohio
$54.2M -$1.45M -15,367 -3%
WJA
22
Willis Johnson & Associates
Texas
$53.7M -$11.6M -123,620 -18%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$51.9M -$4.53M -48,081 -8%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$49.8M -$308K -3,271 -0.6%
JIC
25
Joel Isaacson & Co
New York
$48.7M +$119K +1,267 +0.2%