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iShares S&P Mid-Cap 400 Growth ETF

906 hedge funds and large institutions have $6.42B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 246 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: $6.21B → $6.42B (+$208M)

6% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 263

Holders
906
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
M&T Bank
126
M&T Bank
New York
$4.69M
BA
127
Brightwater Advisory
Florida
$4.47M
PCTC
128
Perkins Coie Trust Company
Washington
$4.31M
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$4.3M
NCM
130
Neumann Capital Management
California
$4.29M
CWM
131
Circle Wealth Management
New Jersey
$4.26M
BWM
132
BKM Wealth Management
Wisconsin
$4.23M
NWAG
133
Net Worth Advisory Group
Utah
$4.21M
SIA
134
Soltis Investment Advisors
Utah
$4.19M
WAM
135
Weinberger Asset Management
California
$4.14M
Citigroup
136
Citigroup
New York
$4.11M
JE
137
JMAC Enterprises
Pennsylvania
$4.07M
UB
138
UMB Bank
Missouri
$4.04M
NW
139
NewEdge Wealth
Pennsylvania
$4M
MML Investors Services
140
MML Investors Services
Massachusetts
$4M
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$3.94M
PFPG
142
Pinnacle Financial Partners (Georgia)
Georgia
$3.84M
FTWA
143
Fifth Third Wealth Advisors
Ohio
$3.79M
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$3.77M
CWM
145
Cranbrook Wealth Management
Michigan
$3.77M
LKWM
146
Lee-Kelleher Wealth Management
Maryland
$3.75M
TRIA
147
Trail Ridge Investment Advisors
Colorado
$3.74M
TCG
148
Transcendent Capital Group
Oklahoma
$3.72M
GRP
149
Global Retirement Partners
California
$3.68M
TSWM
150
Triangle Securities Wealth Management
North Carolina
$3.65M