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iShares S&P Mid-Cap 400 Growth ETF

892 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, 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
892
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
TW
751
Titan Wealth
$136K
RP
752
Rice Partnership
Hawaii
$135K
S
753
SignatureFD
Georgia
$132K
WB
754
Webster Bank
Connecticut
$131K
CTC
755
Central Trust Company
Missouri
$130K
SAM
756
S.A. Mason
Michigan
$129K
PP
757
PFS Partners
New Jersey
$129K
KTC
758
Kentucky Trust Company
Kentucky
$118K
HCM
759
Horrell Capital Management
Arkansas
$118K
CPA
760
Cardiff Park Advisors
California
$116K
MA
761
Montag & Associates
Georgia
$113K
FCMT
762
Founders Capital Management (Texas)
Texas
$109K
WAG
763
Windsor Advisory Group
Ohio
$104K
DFA
764
DHJJ Financial Advisors
Illinois
$103K
BFPW
765
BOK Financial Private Wealth
Colorado
$100K
DF
766
Dunhill Financial
United Kingdom
$97.4K
RFA
767
Register Financial Advisors
Georgia
$96.9K
SIS
768
Sound Income Strategies
Florida
$96.8K
AF
769
Aviso Financial
Ontario, Canada
$91.2K
BW
770
Basepoint Wealth
Iowa
$89.4K
ST
771
Smithfield Trust
Pennsylvania
$89K
ACA
772
Aptus Capital Advisors
Alabama
$88.1K
MCM
773
Mill Capital Management
North Carolina
$87.2K
ETS
774
ESL Trust Services
New York
$87K
RWM
775
Rialto Wealth Management
New York
$85.3K