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iShares S&P Mid-Cap 400 Growth ETF

913 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 101 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
913
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
FCMT
776
Founders Capital Management (Texas)
Texas
$109K
WAG
777
Windsor Advisory Group
Ohio
$104K
DFA
778
DHJJ Financial Advisors
Illinois
$103K
BFPW
779
BOK Financial Private Wealth
Colorado
$100K
DF
780
Dunhill Financial
United Kingdom
$97.4K
RFA
781
Register Financial Advisors
Georgia
$96.9K
SIS
782
Sound Income Strategies
Florida
$96.8K
AF
783
Aviso Financial
Ontario, Canada
$91.2K
BW
784
Basepoint Wealth
Iowa
$89.4K
ST
785
Smithfield Trust
Pennsylvania
$89K
ACA
786
Aptus Capital Advisors
Alabama
$88.1K
MCM
787
Mill Capital Management
North Carolina
$87.2K
ETS
788
ESL Trust Services
New York
$87K
RWM
789
Rialto Wealth Management
New York
$85.3K
SAM
790
Smartleaf Asset Management
Massachusetts
$80.9K
TAM
791
Townsend Asset Management
North Carolina
$80.4K
MEG
792
Millstone Evans Group
Colorado
$80.1K
CIAS
793
Capital Investment Advisory Services
North Carolina
$74.7K
MA
794
Modus Advisors
Minnesota
$74K
GMA
795
Glassy Mountain Advisors
Maryland
$72.7K
RFP
796
Root Financial Partners
California
$71.4K
JFGIW
797
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.3K
SMA
798
Sage Mountain Advisors
Georgia
$70.2K
JGIA
799
Jackson Grant Investment Advisers
Connecticut
$70K
HNB
800
Hilltop National Bank
Wyoming
$67.8K