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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
FOFP
651
Fee-Only Financial Planning
South Carolina
$248K
LCM
652
Lazari Capital Management
California
$248K
TPA
653
Trivium Point Advisory
Connecticut
$247K
TCA
654
Trifecta Capital Advisors
Illinois
$246K
MI
655
Moneywise Inc
Virginia
$246K
NL
656
NWAM LLC
Washington
$245K
CAG
657
Csenge Advisory Group
Florida
$244K
SIC
658
Sterling Investment Counsel
New York
$243K
EW
659
Elyxium Wealth
California
$240K
BW
660
BIP Wealth
Georgia
$239K
MWM
661
Modern Wealth Management
Kansas
$238K
PCM
662
Park Capital Management
Wisconsin
$237K
RZH
663
Relyea Zuckerberg Hanson
Connecticut
$237K
SG
664
Stanich Group
New York
$236K
CTA
665
Clear Trail Advisors
Texas
$235K
SMC
666
Smith, Moore & Co
Missouri
$235K
SWA
667
Strategies Wealth Advisors
Michigan
$234K
DIP
668
DT Investment Partners
Pennsylvania
$233K
Legacy Financial Group (Iowa)
669
Legacy Financial Group (Iowa)
Iowa
$232K
NIWA
670
New Insight Wealth Advisors
California
$231K
CD
671
Chapin Davis
Maryland
$230K
PIMG
672
Patriot Investment Management Group
Tennessee
$230K
JEST
673
JTC Employer Solutions Trustee
Jersey
$229K
BTI
674
Blue Trust Inc
Georgia
$228K
IPW
675
Intergy Private Wealth
Colorado
$228K