IJK icon

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
FNBT
401
FineMark National Bank & Trust
Florida
$658K
AF
402
Alerus Financial
North Dakota
$658K
PSF
403
Pacific Sun Financial
California
$655K
UCFA
404
United Capital Financial Advisors
Texas
$651K
OWA
405
Octavia Wealth Advisors
Ohio
$650K
LFAS
406
Level Four Advisory Services
Texas
$647K
CWM
407
Cahaba Wealth Management
Georgia
$642K
BF
408
Bonfire Financial
Colorado
$641K
GPA
409
Guerra Pan Advisors
New Jersey
$640K
HCM
410
HMS Capital Management
Tennessee
$638K
PCH
411
PGIM Custom Harvest
New Jersey
$637K
PAS
412
Park Avenue Securities
New York
$637K
VC
413
Veracity Capital
Georgia
$632K
Massachusetts Financial Services
414
Massachusetts Financial Services
Massachusetts
$632K
IC
415
IEQ Capital
California
$627K
RMP
416
Richards, Merrill & Peterson
Washington
$627K
JIC
417
Johnson Investment Counsel
Ohio
$625K
SHWM
418
Smith & Howard Wealth Management
Georgia
$624K
IAS
419
Insigneo Advisory Services
Florida
$624K
GEA
420
Glen Eagle Advisors
New Jersey
$621K
LPT
421
Legacy Private Trust
Wisconsin
$618K
WTB
422
Washington Trust Bank
Washington
$617K
KP
423
Keel Point
Alabama
$617K
MG
424
Mather Group
Illinois
$615K
MCA
425
MSH Capital Advisors
Arizona
$614K