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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
WPA
726
Wealth Preservation Advisors
Tennessee
$206K
NP
727
Nilsine Partners
Colorado
$204K
IWC
728
Integrated Wealth Concepts
Massachusetts
$203K
QWM
729
Quadcap Wealth Management
Texas
$203K
FWM
730
FFT Wealth Management
Pennsylvania
$203K
PA
731
Procyon Advisors
Connecticut
$203K
PAW
732
Plan A Wealth
Nebraska
$203K
SIAS
733
Summit Investment Advisory Services
Minnesota
$202K
ADL
734
Asset Dedication LLC
California
$202K
NRI
735
NFP Retirement Inc
California
$201K
CFA
736
CWS Financial Advisors
Michigan
$201K
HIS
737
Harvest Investment Services
Illinois
$200K
LB
738
Legacy Bridge
Iowa
$198K
NWMP
739
Noble Wealth Management PBC
Colorado
$189K
SNB
740
Security National Bank
Nebraska
$189K
NSG
741
Nalls Sherbakoff Group
Tennessee
$186K
FDCDDQ
742
Federation des caisses Desjardins du Quebec
Quebec, Canada
$183K
VNA
743
Valley National Advisers
Pennsylvania
$178K
CFO
744
CVA Family Office
Colorado
$175K
IIM
745
IFC & Insurance Marketing
California
$174K
EWA
746
EverSource Wealth Advisors
Alabama
$174K
FHA
747
Flagship Harbor Advisors
Massachusetts
$171K
HPC
748
HM Payson & Co
Maine
$166K
WPA
749
West Paces Advisors
Georgia
$163K
PB
750
Prosperity Bancshares
Texas
$155K