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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
NEWAS
701
N.E.W. Advisory Services
Wisconsin
$211K
FDS
702
Freedom Day Solutions
Texas
$211K
MCA
703
Midwest Capital Advisors
Michigan
$210K
WAL
704
W Advisors LLC
Tennessee
$210K
AOWM
705
Alpha Omega Wealth Management
Virginia
$210K
SWM
706
Shakespeare Wealth Management
Wisconsin
$209K
SCP
707
Stevens Capital Partners
Nebraska
$209K
Luther King Capital Management (LKCM)
708
Luther King Capital Management (LKCM)
Texas
$209K
RWP
709
Revolve Wealth Partners
New Jersey
$208K
WB
710
West Bancorporation
Iowa
$207K
FA
711
FSA Advisors
Michigan
$207K
TA
712
TFB Advisors
Kansas
$207K
EBA
713
Eagle Bay Advisors
New York
$206K
WPA
714
Wealth Preservation Advisors
Tennessee
$206K
NP
715
Nilsine Partners
Colorado
$204K
IWC
716
Integrated Wealth Concepts
Massachusetts
$203K
QWM
717
Quadcap Wealth Management
Texas
$203K
FWM
718
FFT Wealth Management
Pennsylvania
$203K
PA
719
Procyon Advisors
Connecticut
$203K
PAW
720
Plan A Wealth
Nebraska
$203K
SIAS
721
Summit Investment Advisory Services
Minnesota
$202K
ADL
722
Asset Dedication LLC
California
$202K
NRI
723
NFP Retirement Inc
California
$201K
CFA
724
CWS Financial Advisors
Michigan
$201K
HIS
725
Harvest Investment Services
Illinois
$200K