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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
FPGK
526
Financial Partners Group (Kansas)
Kansas
$384K
MWA
527
Merkkuri Wealth Advisors
New York
$384K
AWA
528
American Wealth Advisors
Georgia
$381K
NPF
529
Norris Perne & French
Michigan
$379K
HWA
530
HCR Wealth Advisors
California
$379K
EAM
531
Everstar Asset Management
North Carolina
$379K
NB
532
NBT Bank
New York
$378K
JWCA
533
J.W. Cole Advisors
Florida
$378K
XT
534
XTX Topco
Cayman Islands
$377K
Fisher Asset Management
535
Fisher Asset Management
Washington
$377K
GWM
536
Goldenstone Wealth Management
California
$376K
OCM
537
One Capital Management
California
$373K
BCA
538
Bay Colony Advisors
Massachusetts
$371K
Koshinski Asset Management
539
Koshinski Asset Management
Illinois
$369K
IIC
540
Integrated Investment Consultants
Michigan
$369K
CPSC
541
Carl P. Sherr & Co
Massachusetts
$369K
GWM
542
Geneos Wealth Management
Colorado
$369K
LW
543
Linscomb Wealth
Texas
$368K
IBOK
544
Independence Bank of Kentucky
Kentucky
$364K
DA
545
Dover Advisors
Virginia
$363K
AWA
546
ARQ Wealth Advisors
Arizona
$363K
SC
547
Sapient Capital
Indiana
$361K
BCM
548
Brookstone Capital Management
Illinois
$361K
BCA
549
Bay Capital Advisors
Virginia
$361K
JFGLC
550
Johnson Financial Group LLC (Colorado)
Colorado
$358K