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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
LC
151
LTG Capital
Massachusetts
$3.57M
MWM
152
Maltin Wealth Management
New Jersey
$3.53M
CA
153
Clearstead Advisors
Ohio
$3.53M
Natixis Advisors
154
Natixis Advisors
Massachusetts
$3.5M
MCM
155
M1 Capital Management
Michigan
$3.41M
IF
156
Ironwood Financial
Arizona
$3.4M
MT
157
Midwest Trust
Kansas
$3.37M
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$3.36M
William Blair & Company
159
William Blair & Company
Illinois
$3.3M
SCM
160
SOL Capital Management
Maryland
$3.3M
SEIA
161
Signature Estate & Investment Advisors
California
$3.28M
FTS
162
Fifth Third Securities
Ohio
$3.24M
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$3.2M
FHB
164
First Hawaiian Bank
Hawaii
$3.16M
BPA
165
Beacon Pointe Advisors
California
$3.07M
SWM
166
Segment Wealth Management
Texas
$3.07M
DBIA
167
Dumont & Blake Investment Advisors
New Jersey
$3.07M
UBV
168
United Bank (Virginia)
Virginia
$2.98M
WMWM
169
Whitaker-Myers Wealth Managers
Ohio
$2.98M
SPC
170
Sigma Planning Corp
Michigan
$2.96M
MB
171
MidFirst Bank
Oklahoma
$2.95M
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$2.94M
SCM
173
Stordahl Capital Management
Colorado
$2.85M
SG
174
Somerset Group
Minnesota
$2.85M
OC
175
Oppenheimer & Co
New York
$2.8M