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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
BFS
801
Burkett Financial Services
South Carolina
$45.7K
MMCM
802
Murphy & Mullick Capital Management
New York
$45K
HNW
803
High Note Wealth
Minnesota
$43.8K
AIA
804
Armor Investment Advisors
North Carolina
$42.6K
FCAS
805
First Command Advisory Services
Texas
$42.5K
CICI
806
Capital Investment Counsel Inc
North Carolina
$39.7K
IAS
807
IMA Advisory Services
Colorado
$39.5K
Deutsche Bank
808
Deutsche Bank
Germany
$39.1K
AWM
809
Abound Wealth Management
Tennessee
$38.1K
HDIM
810
Hanson & Doremus Investment Management
Vermont
$38K
QWM
811
Quaker Wealth Management
New Jersey
$37.3K
CFP
812
Comprehensive Financial Planning
Pennsylvania
$36.8K
BMC
813
Bear Mountain Capital
Washington
$36K
PCM
814
Palouse Capital Management
Washington
$35.7K
RPC
815
Rossmore Private Capital
Connecticut
$35.5K
AP
816
Atwood & Palmer
Missouri
$35.4K
CB
817
Centennial Bank
Arkansas
$33.9K
PPL
818
Planning Project LLC
Texas
$33.3K
HCM
819
Hollencrest Capital Management
California
$31K
PCFFS
820
Pacific Center for Financial Services
California
$29.5K
FPB
821
First PREMIER Bank
South Dakota
$29K
NRG
822
Nemes Rush Group
Michigan
$28.4K
AGWCA
823
Annis Gardner Whiting Capital Advisors
Florida
$27.9K
WIM
824
Westside Investment Management
California
$27.9K
SFC
825
SYM Financial Corp
Indiana
$27.2K