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iShares S&P Mid-Cap 400 Growth ETF

915 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 102 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
915
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
HI
501
Harbour Investments
Wisconsin
$444K
PWA
502
PCG Wealth Advisors
Kansas
$443K
FCP
503
Fidelis Capital Partners
Florida
$438K
BAM
504
Belpointe Asset Management
Nevada
$437K
KPWS
505
Kestra Private Wealth Services
Texas
$433K
KAS
506
KPP Advisory Services
Kentucky
$432K
CA
507
Crewe Advisors
Utah
$432K
SL
508
Sentinus LLC
Illinois
$431K
VFA
509
Valeo Financial Advisors
Indiana
$431K
FFG
510
Fiduciary Financial Group
California
$431K
IA
511
IFG Advisory
Georgia
$427K
TAM
512
Tocqueville Asset Management
New York
$427K
LOWM
513
Laurel Oak Wealth Management
New Jersey
$420K
CWM
514
ClientFirst Wealth Management
Arkansas
$419K
CA
515
CoreCap Advisors
Michigan
$418K
FT
516
Fiduciary Trust
Massachusetts
$411K
WB
517
WesBanco Bank
West Virginia
$410K
MFP
518
Meramec Financial Planners
Missouri
$410K
PPW
519
Parcion Private Wealth
Washington
$410K
NCM
520
NCM Capital Management
New Jersey
$405K
VIA
521
Vickerman Investment Advisors
Washington
$402K
ET
522
Equitable Trust
Tennessee
$401K
OSNBOA
523
Old Second National Bank of Aurora
Illinois
$399K
CIC
524
Carnegie Investment Counsel
Ohio
$397K
ATFA
525
All Terrain Financial Advisors
Minnesota
$396K