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iShares S&P Mid-Cap 400 Growth ETF

893 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, 245 increasing their positions, 262 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)

6% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 262

Holders
893
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
CCM
701
Colorado Capital Management
Colorado
$213K
PWM
702
Parkshore Wealth Management
California
$212K
NEWAS
703
N.E.W. Advisory Services
Wisconsin
$211K
FDS
704
Freedom Day Solutions
Texas
$211K
MCA
705
Midwest Capital Advisors
Michigan
$210K
WAL
706
W Advisors LLC
Tennessee
$210K
AOWM
707
Alpha Omega Wealth Management
Virginia
$210K
SWM
708
Shakespeare Wealth Management
Wisconsin
$209K
SCP
709
Stevens Capital Partners
Nebraska
$209K
Luther King Capital Management (LKCM)
710
Luther King Capital Management (LKCM)
Texas
$209K
RWP
711
Revolve Wealth Partners
New Jersey
$208K
WB
712
West Bancorporation
Iowa
$207K
FA
713
FSA Advisors
Michigan
$207K
TA
714
TFB Advisors
Kansas
$207K
EBA
715
Eagle Bay Advisors
New York
$206K
WPA
716
Wealth Preservation Advisors
Tennessee
$206K
NP
717
Nilsine Partners
Colorado
$204K
IWC
718
Integrated Wealth Concepts
Massachusetts
$203K
QWM
719
Quadcap Wealth Management
Texas
$203K
FWM
720
FFT Wealth Management
Pennsylvania
$203K
PA
721
Procyon Advisors
Connecticut
$203K
PAW
722
Plan A Wealth
Nebraska
$203K
SIAS
723
Summit Investment Advisory Services
Minnesota
$202K
ADL
724
Asset Dedication LLC
California
$202K
NRI
725
NFP Retirement Inc
California
$201K