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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
BI
551
Breachway Investments
Rhode Island
$354K
PWW
552
Pettyjohn Wood & White
Virginia
$354K
DIM
553
Delta Investment Management
California
$352K
GWS
554
Glassman Wealth Services
Virginia
$352K
TWM
555
Trueblood Wealth Management
Ohio
$352K
HCP
556
Holt Capital Partners
Texas
$349K
IA
557
Insight Advisors
Pennsylvania
$349K
BWP
558
Balboa Wealth Partners
Arizona
$347K
Russell Investments Group
559
Russell Investments Group
United Kingdom
$346K
KIA
560
KCM Investment Advisors
California
$344K
B
561
Bensler
Washington
$339K
FWP
562
FAS Wealth Partners
Kansas
$339K
AIA
563
Ally Invest Advisors
North Carolina
$337K
AI
564
Accredited Investors
Minnesota
$336K
PFBT
565
Parkside Financial Bank & Trust
Missouri
$335K
DC
566
Davenport & Co
Virginia
$334K
WS
567
Wedbush Securities
California
$333K
SCA
568
Sandy Cove Advisors
Massachusetts
$333K
TB
569
Terril Brothers
Missouri
$330K
MFA
570
Mayflower Financial Advisors
Massachusetts
$330K
DWM
571
Diversify Wealth Management
Utah
$330K
NIM
572
Northeast Investment Management
Massachusetts
$330K
BOJHT
573
Bank of Jackson Hole Trust
Wyoming
$328K
AA
574
Ancora Advisors
Ohio
$328K
WCP
575
Wick Capital Partners
Pennsylvania
$328K