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iShares S&P Mid-Cap 400 Growth ETF

891 hedge funds and large institutions have $6.38B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 244 increasing their positions, 263 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $6.21B → $6.38B (+$166M)

7% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 263

Holders
891
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$310K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Silvercrest Asset Management
New York
$1.05M
PAS
302
PKS Advisory Services
New York
$1.04M
FRA
303
Front Row Advisors
California
$1.04M
BOS
304
Bank of Stockton
California
$1.03M
MIC
305
Meridian Investment Counsel
California
$1.03M
MFG
306
Merit Financial Group
Georgia
$1.03M
SDWMA
307
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.03M
TPCW
308
TD Private Client Wealth
New York
$1.03M
DP
309
Dearborn Partners
Illinois
$1.02M
NFG
310
Nations Financial Group
Iowa
$1.01M
CAL
311
Capital Analysts LLC
Pennsylvania
$1M
PG
312
Patten Group
Tennessee
$1M
HBW
313
Hazlett, Burt & Watson
West Virginia
$995K
OIA
314
OneDigital Investment Advisors
Kansas
$991K
HCA
315
Harbour Capital Advisors
Virginia
$989K
PPC
316
Park Place Capital
Alabama
$987K
First Trust Advisors
317
First Trust Advisors
Illinois
$984K
AIP
318
Ameritas Investment Partners
Nebraska
$984K
CPIG
319
Chicago Partners Investment Group
Illinois
$975K
HWA
320
Heartwood Wealth Advisors
Virginia
$975K
PCIA
321
Prime Capital Investment Advisors
Kansas
$970K
FC
322
Fairscale Capital
New Hampshire
$967K
BP
323
Ballentine Partners
Massachusetts
$966K
MA
324
Mutual Advisors
Nebraska
$964K
BCG
325
Breakwater Capital Group
New Jersey
$957K