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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
PFA
476
Petra Financial Advisors
Colorado
$475K
MCM
477
MidAtlantic Capital Management
Virginia
$473K
TF
478
Tompkins Financial
New York
$471K
Betterment LLC
479
Betterment LLC
New York
$469K
KWA
480
Kingswood Wealth Advisors
California
$469K
AFA
481
Allium Financial Advisors
Oregon
$469K
RSWM
482
Robertson Stephens Wealth Management
California
$468K
JCM
483
Jacobi Capital Management
Pennsylvania
$466K
SEI Investments
484
SEI Investments
Pennsylvania
$466K
SIC
485
Sigma Investment Counselors
Michigan
$465K
CF
486
Clarity Financial
Texas
$463K
SI
487
Saxon Interests
Texas
$462K
SAM
488
Sawgrass Asset Management
Florida
$457K
BFO
489
Biltmore Family Office
North Carolina
$453K
EI
490
EFG International
$450K
FF
491
Friday Financial
Iowa
$449K
MF
492
Meridian Financial
Massachusetts
$449K
HI
493
Harbour Investments
Wisconsin
$444K
PWA
494
PCG Wealth Advisors
Kansas
$443K
FCP
495
Fidelis Capital Partners
Florida
$438K
BAM
496
Belpointe Asset Management
Nevada
$437K
KPWS
497
Kestra Private Wealth Services
Texas
$433K
KAS
498
KPP Advisory Services
Kentucky
$432K
CA
499
Crewe Advisors
Utah
$432K
SL
500
Sentinus LLC
Illinois
$431K