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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
HP
651
Holistic Planning
Texas
$258K
PFA
652
Plotkin Financial Advisors
Maryland
$256K
DWM
653
Dakota Wealth Management
Florida
$251K
GCM
654
Geneva Capital Management
Wisconsin
$250K
CWM
655
Cornerstone Wealth Management
Missouri
$250K
First Manhattan
656
First Manhattan
New York
$248K
FOFP
657
Fee-Only Financial Planning
South Carolina
$248K
LCM
658
Lazari Capital Management
California
$248K
TPA
659
Trivium Point Advisory
Connecticut
$247K
TCA
660
Trifecta Capital Advisors
Illinois
$246K
MI
661
Moneywise Inc
Virginia
$246K
NL
662
NWAM LLC
Washington
$245K
CAG
663
Csenge Advisory Group
Florida
$244K
SIC
664
Sterling Investment Counsel
New York
$243K
EW
665
Elyxium Wealth
California
$240K
BW
666
BIP Wealth
Georgia
$239K
MWM
667
Modern Wealth Management
Kansas
$238K
PCM
668
Park Capital Management
Wisconsin
$237K
RZH
669
Relyea Zuckerberg Hanson
Connecticut
$237K
SG
670
Stanich Group
New York
$236K
CTA
671
Clear Trail Advisors
Texas
$235K
SMC
672
Smith, Moore & Co
Missouri
$235K
SWA
673
Strategies Wealth Advisors
Michigan
$234K
DIP
674
DT Investment Partners
Pennsylvania
$233K
Legacy Financial Group (Iowa)
675
Legacy Financial Group (Iowa)
Iowa
$232K