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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
DC
576
Davenport & Co
Virginia
$334K
WS
577
Wedbush Securities
California
$333K
SCA
578
Sandy Cove Advisors
Massachusetts
$333K
TB
579
Terril Brothers
Missouri
$330K
MFA
580
Mayflower Financial Advisors
Massachusetts
$330K
DWM
581
Diversify Wealth Management
Utah
$330K
NIM
582
Northeast Investment Management
Massachusetts
$330K
BOJHT
583
Bank of Jackson Hole Trust
Wyoming
$328K
AA
584
Ancora Advisors
Ohio
$328K
WCP
585
Wick Capital Partners
Pennsylvania
$328K
ML
586
MLP3 LLC
New Jersey
$324K
AT
587
American Trust
Kentucky
$323K
NS
588
NBC Securities
Alabama
$323K
PCS
589
Personal CFO Solutions
New Jersey
$320K
BFS
590
Bradley Foster & Sargent
Connecticut
$319K
WLPWM
591
Walled Lake Planning & Wealth Management
Illinois
$319K
CPW
592
Cove Private Wealth
New York
$319K
OPF
593
Old Peak Finance
North Carolina
$318K
OFS
594
Opus Financial Solutions
Illinois
$318K
CFA
595
Cahill Financial Advisors
Minnesota
$317K
PA
596
Probity Advisors
Texas
$316K
RIS
597
Richmond Investment Services
Wisconsin
$315K
SFB
598
STAR Financial Bank
Indiana
$314K
CFG
599
Clayton Financial Group
Missouri
$314K
MCM
600
MV Capital Management
Maryland
$314K