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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
TAM
776
Townsend Asset Management
North Carolina
$80.4K
MEG
777
Millstone Evans Group
Colorado
$80.1K
CIAS
778
Capital Investment Advisory Services
North Carolina
$74.7K
MA
779
Modus Advisors
Minnesota
$74K
GMA
780
Glassy Mountain Advisors
Maryland
$72.7K
RFP
781
Root Financial Partners
California
$71.4K
JFGIW
782
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.3K
SMA
783
Sage Mountain Advisors
Georgia
$70.2K
JGIA
784
Jackson Grant Investment Advisers
Connecticut
$70K
HNB
785
Hilltop National Bank
Wyoming
$67.8K
YDMI
786
Y.D. More Investments
Israel
$65.9K
TIM
787
Thompson Investment Management
Wisconsin
$63.6K
KFA
788
Kelleher Financial Advisors
New York
$60.1K
MIA
789
Milestone Investment Advisors
Wisconsin
$58.9K
OFG
790
Oxford Financial Group
Indiana
$58.1K
QC
791
Quent Capital
New York
$56K
GI
792
GAMMA Investing
California
$55.3K
GWSA
793
Global Wealth Strategies & Associates
Colorado
$54.4K
SC
794
Steph & Co
Wisconsin
$54.3K
WWA
795
Wealth Watch Advisors
Colorado
$53.7K
CPG
796
Cornerstone Planning Group
New Jersey
$52.6K
T
797
Tidemark
California
$50.4K
ANBT
798
American National Bank & Trust
Texas
$48.8K
FGA
799
Fortis Group Advisors
New Jersey
$48.5K
CTA
800
Colonial Trust Advisors
South Carolina
$48K