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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
SWM
676
Shrier Wealth Management
California
$227K
TCM
677
Traynor Capital Management
Pennsylvania
$227K
PVI
678
Pine Valley Investments
New Jersey
$227K
SWA
679
Sightline Wealth Advisors
Connecticut
$226K
MOS
680
MGO One Seven
Ohio
$225K
AMG
681
Advisors Management Group
Wisconsin
$225K
RWM
682
Rockwood Wealth Management
Pennsylvania
$225K
RBFC
683
Roman Butler Fullerton & Co
Missouri
$223K
EGA
684
Eagle Global Advisors
Texas
$223K
LWM
685
Liberty Wealth Management
California
$222K
FIB
686
First Interstate Bank
Montana
$222K
LG
687
LaFleur & Godfrey
Michigan
$222K
PPF
688
Pacific Park Financial
California
$221K
WWM
689
Wolff Wiese Magana
California
$221K
BCI
690
Brinker Capital Investments
Pennsylvania
$218K
CG
691
CFO4Life Group
Texas
$218K
GBWM
692
Granite Bay Wealth Management
New Hampshire
$218K
AIA
693
Arcadia Investment Advisors
Idaho
$217K
HCWM
694
Hidden Cove Wealth Management
Washington
$217K
KA
695
Klingman & Associates
New York
$217K
NC
696
North Capital
Utah
$216K
HCM
697
Highview Capital Management
Illinois
$215K
GWP
698
Gateway Wealth Partners
Wisconsin
$214K
CCM
699
Colorado Capital Management
Colorado
$213K
PWM
700
Parkshore Wealth Management
California
$212K