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iShares S&P Mid-Cap 400 Growth ETF

906 hedge funds and large institutions have $6.42B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 246 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: $6.21B → $6.42B (+$208M)

6% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 263

Holders
906
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
LPT
426
Legacy Private Trust
Wisconsin
$618K
WTB
427
Washington Trust Bank
Washington
$617K
KP
428
Keel Point
Alabama
$617K
MG
429
Mather Group
Illinois
$615K
MCA
430
MSH Capital Advisors
Arizona
$614K
GVAG
431
Great Valley Advisor Group
Delaware
$612K
SWMP
432
Signature Wealth Management Partners
New Jersey
$610K
PAM
433
Palisade Asset Management
Minnesota
$606K
CWS
434
Confluence Wealth Services
Pennsylvania
$606K
MAWCM
435
Mine & Arao Wealth Creation & Management
California
$599K
AGC
436
August Group Capital
$597K
Bank Julius Baer & Co
437
Bank Julius Baer & Co
Switzerland
$595K
WPW
438
Waldron Private Wealth
Pennsylvania
$594K
STA
439
Summit Trail Advisors
New York
$594K
MWM
440
Mission Wealth Management
California
$588K
GA
441
Greenspring Advisors
Maryland
$586K
PFG
442
Pinnacle Financial Group
Illinois
$581K
KFI
443
Key Financial Inc
Pennsylvania
$579K
RAS
444
RPS Advisory Solutions
Kentucky
$574K
KBFS
445
Kohmann Bosshard Financial Services
Ohio
$572K
IA
446
IFG Advisors
Missouri
$570K
SJGA
447
Stephen J. Garry & Associates
New York
$568K
DC
448
Destiny Capital
Colorado
$565K
IWN
449
Independent Wealth Network
Iowa
$558K
OFO
450
OneAscent Family Office
Alabama
$557K