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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
CPSC
551
Carl P. Sherr & Co
Massachusetts
$369K
GWM
552
Geneos Wealth Management
Colorado
$369K
LW
553
Linscomb Wealth
Texas
$368K
IBOK
554
Independence Bank of Kentucky
Kentucky
$364K
DA
555
Dover Advisors
Virginia
$363K
AWA
556
ARQ Wealth Advisors
Arizona
$363K
SC
557
Sapient Capital
Indiana
$361K
BCM
558
Brookstone Capital Management
Illinois
$361K
BCA
559
Bay Capital Advisors
Virginia
$361K
JFGLC
560
Johnson Financial Group LLC (Colorado)
Colorado
$358K
BI
561
Breachway Investments
Rhode Island
$354K
PWW
562
Pettyjohn Wood & White
Virginia
$354K
DIM
563
Delta Investment Management
California
$352K
GWS
564
Glassman Wealth Services
Virginia
$352K
TWM
565
Trueblood Wealth Management
Ohio
$352K
HCP
566
Holt Capital Partners
Texas
$349K
IA
567
Insight Advisors
Pennsylvania
$349K
BWP
568
Balboa Wealth Partners
Arizona
$347K
Russell Investments Group
569
Russell Investments Group
United Kingdom
$346K
KIA
570
KCM Investment Advisors
California
$344K
B
571
Bensler
Washington
$339K
FWP
572
FAS Wealth Partners
Kansas
$339K
AIA
573
Ally Invest Advisors
North Carolina
$337K
AI
574
Accredited Investors
Minnesota
$336K
PFBT
575
Parkside Financial Bank & Trust
Missouri
$335K