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iShares S&P Mid-Cap 400 Growth ETF

892 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 89 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
892
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
VFA
501
Valeo Financial Advisors
Indiana
$431K
FFG
502
Fiduciary Financial Group
California
$431K
IA
503
IFG Advisory
Georgia
$427K
TAM
504
Tocqueville Asset Management
New York
$427K
LOWM
505
Laurel Oak Wealth Management
New Jersey
$420K
CWM
506
ClientFirst Wealth Management
Arkansas
$419K
CA
507
CoreCap Advisors
Michigan
$418K
FT
508
Fiduciary Trust
Massachusetts
$411K
WB
509
WesBanco Bank
West Virginia
$410K
MFP
510
Meramec Financial Planners
Missouri
$410K
PPW
511
Parcion Private Wealth
Washington
$410K
VIA
512
Vickerman Investment Advisors
Washington
$402K
ET
513
Equitable Trust
Tennessee
$401K
OSNBOA
514
Old Second National Bank of Aurora
Illinois
$399K
CIC
515
Carnegie Investment Counsel
Ohio
$397K
ATFA
516
All Terrain Financial Advisors
Minnesota
$396K
ITIM
517
Indiana Trust & Investment Management
Indiana
$394K
TFS
518
Thoroughbred Financial Services
Tennessee
$394K
SFA
519
Sequoia Financial Advisors
Ohio
$393K
CB
520
Community Bank
New York
$392K
IB
521
Intrust Bank
Kansas
$387K
MA
522
MKT Advisors
California
$386K
DA
523
Doliver Advisors
Texas
$386K
BHWM
524
Bar Harbor Wealth Management
New Hampshire
$385K
Neuberger Berman Group
525
Neuberger Berman Group
New York
$385K