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iShares S&P Mid-Cap 400 Growth ETF

891 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 88 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
891
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
TPA
651
Trivium Point Advisory
Connecticut
$247K
TCA
652
Trifecta Capital Advisors
Illinois
$246K
MI
653
Moneywise Inc
Virginia
$246K
NL
654
NWAM LLC
Washington
$245K
CAG
655
Csenge Advisory Group
Florida
$244K
SIC
656
Sterling Investment Counsel
New York
$243K
EW
657
Elyxium Wealth
California
$240K
BW
658
BIP Wealth
Georgia
$239K
MWM
659
Modern Wealth Management
Kansas
$238K
PCM
660
Park Capital Management
Wisconsin
$237K
RZH
661
Relyea Zuckerberg Hanson
Connecticut
$237K
SG
662
Stanich Group
New York
$236K
CTA
663
Clear Trail Advisors
Texas
$235K
SMC
664
Smith, Moore & Co
Missouri
$235K
SWA
665
Strategies Wealth Advisors
Michigan
$234K
DIP
666
DT Investment Partners
Pennsylvania
$233K
Legacy Financial Group (Iowa)
667
Legacy Financial Group (Iowa)
Iowa
$232K
NIWA
668
New Insight Wealth Advisors
California
$231K
CD
669
Chapin Davis
Maryland
$230K
PIMG
670
Patriot Investment Management Group
Tennessee
$230K
JEST
671
JTC Employer Solutions Trustee
Jersey
$229K
BTI
672
Blue Trust Inc
Georgia
$228K
IPW
673
Intergy Private Wealth
Colorado
$228K
FLP
674
Financial Life Planners
Arizona
$228K
RCM
675
Radnor Capital Management
Pennsylvania
$228K