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