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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
TSWM
151
Triangle Securities Wealth Management
North Carolina
$3.65M
CIAS
152
CFS Investment Advisory Services
New Jersey
$3.64M
AB
153
ANB Bank
Colorado
$3.6M
LC
154
LTG Capital
Massachusetts
$3.57M
MWM
155
Maltin Wealth Management
New Jersey
$3.53M
CA
156
Clearstead Advisors
Ohio
$3.53M
Natixis Advisors
157
Natixis Advisors
Massachusetts
$3.5M
MCM
158
M1 Capital Management
Michigan
$3.41M
IF
159
Ironwood Financial
Arizona
$3.4M
MT
160
Midwest Trust
Kansas
$3.37M
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$3.36M
William Blair & Company
162
William Blair & Company
Illinois
$3.3M
SCM
163
SOL Capital Management
Maryland
$3.3M
SEIA
164
Signature Estate & Investment Advisors
California
$3.28M
FTS
165
Fifth Third Securities
Ohio
$3.24M
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$3.2M
FHB
167
First Hawaiian Bank
Hawaii
$3.16M
BPA
168
Beacon Pointe Advisors
California
$3.07M
SWM
169
Segment Wealth Management
Texas
$3.07M
DBIA
170
Dumont & Blake Investment Advisors
New Jersey
$3.07M
UBV
171
United Bank (Virginia)
Virginia
$2.98M
WMWM
172
Whitaker-Myers Wealth Managers
Ohio
$2.98M
SPC
173
Sigma Planning Corp
Michigan
$2.96M
MB
174
MidFirst Bank
Oklahoma
$2.95M
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$2.94M