We are live on ! Find out more
IJK icon

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
SMC
676
Smith, Moore & Co
Missouri
$235K
SWA
677
Strategies Wealth Advisors
Michigan
$234K
DIP
678
DT Investment Partners
Pennsylvania
$233K
Legacy Financial Group (Iowa)
679
Legacy Financial Group (Iowa)
Iowa
$232K
NIWA
680
New Insight Wealth Advisors
California
$231K
CD
681
Chapin Davis
Maryland
$230K
PIMG
682
Patriot Investment Management Group
Tennessee
$230K
JEST
683
JTC Employer Solutions Trustee
Jersey
$229K
BTI
684
Blue Trust Inc
Georgia
$228K
IPW
685
Intergy Private Wealth
Colorado
$228K
FLP
686
Financial Life Planners
Arizona
$228K
RCM
687
Radnor Capital Management
Pennsylvania
$228K
SWM
688
Shrier Wealth Management
California
$227K
TCM
689
Traynor Capital Management
Pennsylvania
$227K
PVI
690
Pine Valley Investments
New Jersey
$227K
SWA
691
Sightline Wealth Advisors
Connecticut
$226K
MOS
692
MGO One Seven
Ohio
$225K
AMG
693
Advisors Management Group
Wisconsin
$225K
RWM
694
Rockwood Wealth Management
Pennsylvania
$225K
RBFC
695
Roman Butler Fullerton & Co
Missouri
$223K
EGA
696
Eagle Global Advisors
Texas
$223K
LWM
697
Liberty Wealth Management
California
$222K
FIB
698
First Interstate Bank
Montana
$222K
LG
699
LaFleur & Godfrey
Michigan
$222K
PPF
700
Pacific Park Financial
California
$221K