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iShares S&P Mid-Cap 400 Growth ETF

913 hedge funds and large institutions have $6.43B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 247 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 funds holding

Funds holding:

more ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $6.22B → $6.43B (+$209M)

6% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 263

Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$4.72M
M&T Bank
127
M&T Bank
New York
$4.69M
BA
128
Brightwater Advisory
Florida
$4.47M
PCTC
129
Perkins Coie Trust Company
Washington
$4.31M
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$4.3M
NCM
131
Neumann Capital Management
California
$4.29M
CWM
132
Circle Wealth Management
New Jersey
$4.26M
BWM
133
BKM Wealth Management
Wisconsin
$4.23M
NWAG
134
Net Worth Advisory Group
Utah
$4.21M
SIA
135
Soltis Investment Advisors
Utah
$4.19M
WAM
136
Weinberger Asset Management
California
$4.14M
Citigroup
137
Citigroup
New York
$4.11M
JE
138
JMAC Enterprises
Pennsylvania
$4.07M
UB
139
UMB Bank
Missouri
$4.04M
NW
140
NewEdge Wealth
Pennsylvania
$4M
MML Investors Services
141
MML Investors Services
Massachusetts
$4M
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$3.94M
PFPG
143
Pinnacle Financial Partners (Georgia)
Georgia
$3.84M
FTWA
144
Fifth Third Wealth Advisors
Ohio
$3.79M
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$3.77M
CWM
146
Cranbrook Wealth Management
Michigan
$3.77M
LKWM
147
Lee-Kelleher Wealth Management
Maryland
$3.75M
TRIA
148
Trail Ridge Investment Advisors
Colorado
$3.74M
TCG
149
Transcendent Capital Group
Oklahoma
$3.72M
GRP
150
Global Retirement Partners
California
$3.68M