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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
PCTC
126
Perkins Coie Trust Company
Washington
$4.31M
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$4.3M
NCM
128
Neumann Capital Management
California
$4.29M
CWM
129
Circle Wealth Management
New Jersey
$4.26M
BWM
130
BKM Wealth Management
Wisconsin
$4.23M
NWAG
131
Net Worth Advisory Group
Utah
$4.21M
SIA
132
Soltis Investment Advisors
Utah
$4.19M
WAM
133
Weinberger Asset Management
California
$4.14M
Citigroup
134
Citigroup
New York
$4.11M
JE
135
JMAC Enterprises
Pennsylvania
$4.07M
UB
136
UMB Bank
Missouri
$4.04M
NW
137
NewEdge Wealth
Pennsylvania
$4M
MML Investors Services
138
MML Investors Services
Massachusetts
$4M
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$3.94M
PFPG
140
Pinnacle Financial Partners (Georgia)
Georgia
$3.84M
FTWA
141
Fifth Third Wealth Advisors
Ohio
$3.79M
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$3.77M
CWM
143
Cranbrook Wealth Management
Michigan
$3.77M
LKWM
144
Lee-Kelleher Wealth Management
Maryland
$3.75M
TRIA
145
Trail Ridge Investment Advisors
Colorado
$3.74M
TCG
146
Transcendent Capital Group
Oklahoma
$3.72M
GRP
147
Global Retirement Partners
California
$3.68M
TSWM
148
Triangle Securities Wealth Management
North Carolina
$3.65M
CIAS
149
CFS Investment Advisory Services
New Jersey
$3.64M
AB
150
ANB Bank
Colorado
$3.6M