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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
RP
751
Rice Partnership
Hawaii
$135K
S
752
SignatureFD
Georgia
$132K
WB
753
Webster Bank
Connecticut
$131K
CTC
754
Central Trust Company
Missouri
$130K
SAM
755
S.A. Mason
Michigan
$129K
PP
756
PFS Partners
New Jersey
$129K
KTC
757
Kentucky Trust Company
Kentucky
$118K
HCM
758
Horrell Capital Management
Arkansas
$118K
CPA
759
Cardiff Park Advisors
California
$116K
MA
760
Montag & Associates
Georgia
$113K
FCMT
761
Founders Capital Management (Texas)
Texas
$109K
WAG
762
Windsor Advisory Group
Ohio
$104K
DFA
763
DHJJ Financial Advisors
Illinois
$103K
BFPW
764
BOK Financial Private Wealth
Colorado
$100K
DF
765
Dunhill Financial
United Kingdom
$97.4K
RFA
766
Register Financial Advisors
Georgia
$96.9K
SIS
767
Sound Income Strategies
Florida
$96.8K
AF
768
Aviso Financial
Ontario, Canada
$91.2K
BW
769
Basepoint Wealth
Iowa
$89.4K
ST
770
Smithfield Trust
Pennsylvania
$89K
ACA
771
Aptus Capital Advisors
Alabama
$88.1K
MCM
772
Mill Capital Management
North Carolina
$87.2K
ETS
773
ESL Trust Services
New York
$87K
RWM
774
Rialto Wealth Management
New York
$85.3K
SAM
775
Smartleaf Asset Management
Massachusetts
$80.9K