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iShares S&P Mid-Cap 400 Growth ETF

906 hedge funds and large institutions have $6.42B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 246 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: $6.21B → $6.42B (+$208M)

6% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 263

Holders
906
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
NIWA
676
New Insight Wealth Advisors
California
$231K
CD
677
Chapin Davis
Maryland
$230K
PIMG
678
Patriot Investment Management Group
Tennessee
$230K
JEST
679
JTC Employer Solutions Trustee
Jersey
$229K
BTI
680
Blue Trust Inc
Georgia
$228K
IPW
681
Intergy Private Wealth
Colorado
$228K
FLP
682
Financial Life Planners
Arizona
$228K
RCM
683
Radnor Capital Management
Pennsylvania
$228K
SWM
684
Shrier Wealth Management
California
$227K
TCM
685
Traynor Capital Management
Pennsylvania
$227K
PVI
686
Pine Valley Investments
New Jersey
$227K
SWA
687
Sightline Wealth Advisors
Connecticut
$226K
MOS
688
MGO One Seven
Ohio
$225K
AMG
689
Advisors Management Group
Wisconsin
$225K
RWM
690
Rockwood Wealth Management
Pennsylvania
$225K
RBFC
691
Roman Butler Fullerton & Co
Missouri
$223K
EGA
692
Eagle Global Advisors
Texas
$223K
LWM
693
Liberty Wealth Management
California
$222K
FIB
694
First Interstate Bank
Montana
$222K
LG
695
LaFleur & Godfrey
Michigan
$222K
PPF
696
Pacific Park Financial
California
$221K
WWM
697
Wolff Wiese Magana
California
$221K
BCI
698
Brinker Capital Investments
Pennsylvania
$218K
CG
699
CFO4Life Group
Texas
$218K
GBWM
700
Granite Bay Wealth Management
New Hampshire
$218K