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iShares S&P Mid-Cap 400 Growth ETF

894 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 90 funds opening new positions, 245 increasing their positions, 262 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 → $6.38B (+$166M)

6% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 262

Holders
894
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
Neuberger Berman Group
526
Neuberger Berman Group
New York
$385K
FPGK
527
Financial Partners Group (Kansas)
Kansas
$384K
MWA
528
Merkkuri Wealth Advisors
New York
$384K
AWA
529
American Wealth Advisors
Georgia
$381K
NPF
530
Norris Perne & French
Michigan
$379K
HWA
531
HCR Wealth Advisors
California
$379K
EAM
532
Everstar Asset Management
North Carolina
$379K
NB
533
NBT Bank
New York
$378K
JWCA
534
J.W. Cole Advisors
Florida
$378K
XT
535
XTX Topco
Cayman Islands
$377K
Fisher Asset Management
536
Fisher Asset Management
Washington
$377K
GWM
537
Goldenstone Wealth Management
California
$376K
OCM
538
One Capital Management
California
$373K
BCA
539
Bay Colony Advisors
Massachusetts
$371K
Koshinski Asset Management
540
Koshinski Asset Management
Illinois
$369K
IIC
541
Integrated Investment Consultants
Michigan
$369K
CPSC
542
Carl P. Sherr & Co
Massachusetts
$369K
GWM
543
Geneos Wealth Management
Colorado
$369K
LW
544
Linscomb Wealth
Texas
$368K
IBOK
545
Independence Bank of Kentucky
Kentucky
$364K
DA
546
Dover Advisors
Virginia
$363K
AWA
547
ARQ Wealth Advisors
Arizona
$363K
SC
548
Sapient Capital
Indiana
$361K
BCM
549
Brookstone Capital Management
Illinois
$361K
BCA
550
Bay Capital Advisors
Virginia
$361K