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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
RWM
626
Ritholtz Wealth Management
New York
$272K
III
627
Independent Investors Inc
New York
$271K
BP
628
BBR Partners
New York
$271K
V
629
VeraBank
Texas
$271K
CCT
630
Chemung Canal Trust
New York
$270K
WP
631
Westmount Partners
California
$269K
GPA
632
Garrison Point Advisors
California
$268K
WCM
633
Winthrop Capital Management
Indiana
$267K
HWM
634
Horizon Wealth Management
Illinois
$267K
BF
635
Benchmark Financial
Delaware
$267K
CB
636
CNB Bank
Pennsylvania
$265K
SAI
637
Savvy Advisors Inc
New York
$265K
FCCM
638
First City Capital Management
Georgia
$265K
IIC
639
Ironwood Investment Counsel
Arizona
$264K
GMFG
640
Greater Midwest Financial Group
Minnesota
$264K
MPWS
641
McCarter Private Wealth Services
Massachusetts
$263K
HNWAG
642
High Net Worth Advisory Group
Florida
$262K
SCM
643
SB Capital Management
California
$259K
HP
644
Holistic Planning
Texas
$258K
PFA
645
Plotkin Financial Advisors
Maryland
$256K
DWM
646
Dakota Wealth Management
Florida
$251K
GCM
647
Geneva Capital Management
Wisconsin
$250K
CWM
648
Cornerstone Wealth Management
Missouri
$250K
First Manhattan
649
First Manhattan
New York
$248K
FOFP
650
Fee-Only Financial Planning
South Carolina
$248K