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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
NMG
876
New Millennium Group
Utah
$4.94K
SWIM
877
Smallwood Wealth Investment Management
New Jersey
$4.65K
IF
878
Integrity Financial
Wyoming
$4.17K
GWSG
879
GPS Wealth Strategies Group
Colorado
$4.07K
AW
880
Avion Wealth
Texas
$4K
GSWM
881
Golden State Wealth Management
California
$3.49K
HFS
882
Hantz Financial Services
Michigan
$3K
HR
883
Howe & Rusling
New York
$2.99K
CIA
884
Cape Investment Advisory
Georgia
$1.94K
MBFW
885
Morton Brown Family Wealth
Pennsylvania
$1.55K
IRC
886
Investors Research Corp
Georgia
$969
PWA
887
Physician Wealth Advisors
Utah
$880
OHWP
888
Oak Harbor Wealth Partners
North Carolina
$775
BCWM
889
Bartlett & Co Wealth Management
Ohio
$645
ETC
890
Exchange Traded Concepts
Oklahoma
$484
LWMI
891
Legacy Wealth Management (Idaho)
Idaho
$388
RA
892
Ransom Advisory
Rhode Island
$194
NA
893
Networth Advisors
Pennsylvania
$97
RCM
894
Raleigh Capital Management
North Carolina
$93
KB
895
Kimelman & Baird
New York
$30
SIA
896
Strategic Investment Advisors
Michigan
BNP Paribas Financial Markets
897
BNP Paribas Financial Markets
France
Kovitz Investment Group Partners
898
Kovitz Investment Group Partners
Illinois
Jane Street
899
Jane Street
New York
MMHP
900
Murphy Middleton Hinkle & Parker
Georgia