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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
BCM
601
Buckhead Capital Management
Georgia
$295K
CCA
602
Clearwater Capital Advisors
Illinois
$294K
TNB
603
Thomasville National Bank
Georgia
$294K
AWA
604
Amplius Wealth Advisors
Pennsylvania
$294K
SFG
605
Sage Financial Group
Pennsylvania
$293K
IIL
606
Insight Inv LLC
California
$292K
BCL
607
BDFS Capital LLC
Delaware
$291K
B
608
Bailard
California
$291K
CWM
609
Connecticut Wealth Management
Connecticut
$291K
WHG
610
Westwood Holdings Group
Texas
$290K
EA
611
Eclectic Associates
California
$288K
BHBT
612
Burke & Herbert Bank & Trust
Virginia
$286K
CP
613
Creekside Partners
California
$284K
BAAM
614
Baker Avenue Asset Management
California
$283K
HA
615
Huntleigh Advisors
Missouri
$282K
CCM
616
Condor Capital Management
New Jersey
$282K
FMWA
617
Forvis Mazars Wealth Advisors
Missouri
$281K
HIMC
618
Heritage Investors Management Corp
Maryland
$281K
IFWM
619
Institute for Wealth Management
Colorado
$281K
M
620
MOTCO
Texas
$280K
LWM
621
Lyell Wealth Management
California
$279K
SOS
622
Silver Oak Securities
Tennessee
$278K
AA
623
Aufman Associates
Pennsylvania
$277K
EFS
624
Essex Financial Services
Connecticut
$277K
BBHC
625
Brown Brothers Harriman & Co
New York
$276K