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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
CTA
801
Colonial Trust Advisors
South Carolina
$48K
BFS
802
Burkett Financial Services
South Carolina
$45.7K
MMCM
803
Murphy & Mullick Capital Management
New York
$45K
HNW
804
High Note Wealth
Minnesota
$43.8K
AIA
805
Armor Investment Advisors
North Carolina
$42.6K
FCAS
806
First Command Advisory Services
Texas
$42.5K
CICI
807
Capital Investment Counsel Inc
North Carolina
$39.7K
IAS
808
IMA Advisory Services
Colorado
$39.5K
Deutsche Bank
809
Deutsche Bank
Germany
$39.1K
AWM
810
Abound Wealth Management
Tennessee
$38.1K
HDIM
811
Hanson & Doremus Investment Management
Vermont
$38K
QWM
812
Quaker Wealth Management
New Jersey
$37.3K
CFP
813
Comprehensive Financial Planning
Pennsylvania
$36.8K
BMC
814
Bear Mountain Capital
Washington
$36K
PCM
815
Palouse Capital Management
Washington
$35.7K
RPC
816
Rossmore Private Capital
Connecticut
$35.5K
AP
817
Atwood & Palmer
Missouri
$35.4K
CB
818
Centennial Bank
Arkansas
$33.9K
PPL
819
Planning Project LLC
Texas
$33.3K
HCM
820
Hollencrest Capital Management
California
$31K
PCFFS
821
Pacific Center for Financial Services
California
$29.5K
FPB
822
First PREMIER Bank
South Dakota
$29K
NRG
823
Nemes Rush Group
Michigan
$28.4K
AGWCA
824
Annis Gardner Whiting Capital Advisors
Florida
$27.9K
WIM
825
Westside Investment Management
California
$27.9K