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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
BAM
501
Belpointe Asset Management
Nevada
$437K
KPWS
502
Kestra Private Wealth Services
Texas
$433K
KAS
503
KPP Advisory Services
Kentucky
$432K
CA
504
Crewe Advisors
Utah
$432K
SL
505
Sentinus LLC
Illinois
$431K
VFA
506
Valeo Financial Advisors
Indiana
$431K
FFG
507
Fiduciary Financial Group
California
$431K
IA
508
IFG Advisory
Georgia
$427K
TAM
509
Tocqueville Asset Management
New York
$427K
LOWM
510
Laurel Oak Wealth Management
New Jersey
$420K
CWM
511
ClientFirst Wealth Management
Arkansas
$419K
CA
512
CoreCap Advisors
Michigan
$418K
FT
513
Fiduciary Trust
Massachusetts
$411K
WB
514
WesBanco Bank
West Virginia
$410K
MFP
515
Meramec Financial Planners
Missouri
$410K
PPW
516
Parcion Private Wealth
Washington
$410K
NCM
517
NCM Capital Management
New Jersey
$405K
VIA
518
Vickerman Investment Advisors
Washington
$402K
ET
519
Equitable Trust
Tennessee
$401K
OSNBOA
520
Old Second National Bank of Aurora
Illinois
$399K
CIC
521
Carnegie Investment Counsel
Ohio
$397K
ATFA
522
All Terrain Financial Advisors
Minnesota
$396K
ITIM
523
Indiana Trust & Investment Management
Indiana
$394K
TFS
524
Thoroughbred Financial Services
Tennessee
$394K
SFA
525
Sequoia Financial Advisors
Ohio
$393K