We are live on ! Find out more
IJK icon

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
GMFG
651
Greater Midwest Financial Group
Minnesota
$264K
MPWS
652
McCarter Private Wealth Services
Massachusetts
$263K
HNWAG
653
High Net Worth Advisory Group
Florida
$262K
SCM
654
SB Capital Management
California
$259K
HP
655
Holistic Planning
Texas
$258K
PFA
656
Plotkin Financial Advisors
Maryland
$256K
DWM
657
Dakota Wealth Management
Florida
$251K
GCM
658
Geneva Capital Management
Wisconsin
$250K
CWM
659
Cornerstone Wealth Management
Missouri
$250K
First Manhattan
660
First Manhattan
New York
$248K
FOFP
661
Fee-Only Financial Planning
South Carolina
$248K
LCM
662
Lazari Capital Management
California
$248K
TPA
663
Trivium Point Advisory
Connecticut
$247K
TCA
664
Trifecta Capital Advisors
Illinois
$246K
MI
665
Moneywise Inc
Virginia
$246K
NL
666
NWAM LLC
Washington
$245K
CAG
667
Csenge Advisory Group
Florida
$244K
SIC
668
Sterling Investment Counsel
New York
$243K
EW
669
Elyxium Wealth
California
$240K
BW
670
BIP Wealth
Georgia
$239K
MWM
671
Modern Wealth Management
Kansas
$238K
PCM
672
Park Capital Management
Wisconsin
$237K
RZH
673
Relyea Zuckerberg Hanson
Connecticut
$237K
SG
674
Stanich Group
New York
$236K
CTA
675
Clear Trail Advisors
Texas
$235K