We are live on ! Find out more
IJK icon

iShares S&P Mid-Cap 400 Growth ETF

915 hedge funds and large institutions have $6.43B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 247 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 funds holding

Funds holding:

more ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $6.22B → $6.43B (+$209M)

6% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 263

Holders
915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
SHWM
426
Smith & Howard Wealth Management
Georgia
$624K
IAS
427
Insigneo Advisory Services
Florida
$624K
GEA
428
Glen Eagle Advisors
New Jersey
$621K
LPT
429
Legacy Private Trust
Wisconsin
$618K
WTB
430
Washington Trust Bank
Washington
$617K
KP
431
Keel Point
Alabama
$617K
MG
432
Mather Group
Illinois
$615K
MCA
433
MSH Capital Advisors
Arizona
$614K
GVAG
434
Great Valley Advisor Group
Delaware
$612K
SWMP
435
Signature Wealth Management Partners
New Jersey
$610K
PAM
436
Palisade Asset Management
Minnesota
$606K
CWS
437
Confluence Wealth Services
Pennsylvania
$606K
MAWCM
438
Mine & Arao Wealth Creation & Management
California
$599K
AGC
439
August Group Capital
$597K
Bank Julius Baer & Co
440
Bank Julius Baer & Co
Switzerland
$595K
WPW
441
Waldron Private Wealth
Pennsylvania
$594K
STA
442
Summit Trail Advisors
New York
$594K
MWM
443
Mission Wealth Management
California
$588K
GA
444
Greenspring Advisors
Maryland
$586K
PFG
445
Pinnacle Financial Group
Illinois
$581K
KFI
446
Key Financial Inc
Pennsylvania
$579K
RAS
447
RPS Advisory Solutions
Kentucky
$574K
KBFS
448
Kohmann Bosshard Financial Services
Ohio
$572K
IA
449
IFG Advisors
Missouri
$570K
SJGA
450
Stephen J. Garry & Associates
New York
$568K