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iShares S&P Mid-Cap 400 Growth ETF

892 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 89 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
892
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
HSA
451
HBK Sorce Advisory
Pennsylvania
$532K
GSWM
452
Greenup Street Wealth Management
Michigan
$531K
CFS
453
CRA Financial Services
New Jersey
$525K
AFTS
454
American Financial & Tax Strategies
New York
$524K
2WWM
455
21 West Wealth Management
California
$524K
LWCFA
456
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$523K
6F
457
626 Financial
Michigan
$521K
ECM
458
Evergreen Capital Management
Washington
$520K
SWP
459
Sagespring Wealth Partners
Tennessee
$520K
HCMT
460
Highland Capital Management (Tennessee)
Tennessee
$515K
CIA
461
Capital Investment Advisors
Georgia
$514K
D
462
Dentgroup
Louisiana
$513K
PFA
463
Pure Financial Advisors
California
$513K
MF
464
Montis Financial
Massachusetts
$508K
SFS
465
Sowell Financial Services
Arkansas
$507K
HTIM
466
Harbour Trust & Investment Management
Indiana
$505K
MWM
467
Mattern Wealth Management
Kansas
$500K
TCBWMS
468
Texas Capital Bank Wealth Management Services
Texas
$496K
KA
469
KLCM Advisors
Wisconsin
$494K
AWM
470
AE Wealth Management
Kansas
$490K
MFWP
471
Mosaic Family Wealth Partners
Missouri
$489K
GIA
472
Gladstone Institutional Advisory
Florida
$488K
MA
473
Mezzasalma Advisors
New Jersey
$482K
HTC
474
Haverford Trust Company
Pennsylvania
$482K
UBS AM
475
UBS AM
Illinois
$482K