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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
CFA
726
CWS Financial Advisors
Michigan
$201K
HIS
727
Harvest Investment Services
Illinois
$200K
LB
728
Legacy Bridge
Iowa
$198K
NWMP
729
Noble Wealth Management PBC
Colorado
$189K
SNB
730
Security National Bank
Nebraska
$189K
FDCDDQ
731
Federation des caisses Desjardins du Quebec
Quebec, Canada
$183K
VNA
732
Valley National Advisers
Pennsylvania
$178K
CFO
733
CVA Family Office
Colorado
$175K
IIM
734
IFC & Insurance Marketing
California
$174K
EWA
735
EverSource Wealth Advisors
Alabama
$174K
FHA
736
Flagship Harbor Advisors
Massachusetts
$171K
HPC
737
HM Payson & Co
Maine
$166K
WPA
738
West Paces Advisors
Georgia
$163K
PB
739
Prosperity Bancshares
Texas
$155K
PB
740
Pinnacle Bancorp
Nebraska
$152K
FP
741
Financial Perspectives
Minnesota
$151K
CT
742
Clearstead Trust
Maine
$151K
MHR
743
Matthew Hamilton Rosenberg
$151K
AssetMark Inc
744
AssetMark Inc
California
$149K
TCOT
745
Trust Company of Toledo
Ohio
$147K
DSC
746
Duncker Streett & Co
Missouri
$145K
PIP
747
Peachtree Investment Partners
Florida
$145K
GBT
748
Grove Bank & Trust
Florida
$143K
SA
749
Strategic Advocates
Utah
$140K
GWP
750
Gen-Wealth Partners
Michigan
$140K