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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
JGIA
801
Jackson Grant Investment Advisers
Connecticut
$70K
HNB
802
Hilltop National Bank
Wyoming
$67.8K
YDMI
803
Y.D. More Investments
Israel
$65.9K
TIM
804
Thompson Investment Management
Wisconsin
$63.6K
KFA
805
Kelleher Financial Advisors
New York
$60.1K
MIA
806
Milestone Investment Advisors
Wisconsin
$58.9K
OFG
807
Oxford Financial Group
Indiana
$58.1K
MW
808
Merited Wealth
Florida
$57.7K
QC
809
Quent Capital
New York
$56K
GI
810
GAMMA Investing
California
$55.3K
GWSA
811
Global Wealth Strategies & Associates
Colorado
$54.4K
SC
812
Steph & Co
Wisconsin
$54.3K
WWA
813
Wealth Watch Advisors
Colorado
$53.7K
CPG
814
Cornerstone Planning Group
New Jersey
$52.6K
T
815
Tidemark
California
$50.4K
ANBT
816
American National Bank & Trust
Texas
$48.8K
FGA
817
Fortis Group Advisors
New Jersey
$48.5K
CTA
818
Colonial Trust Advisors
South Carolina
$48K
BFS
819
Burkett Financial Services
South Carolina
$45.7K
MMCM
820
Murphy & Mullick Capital Management
New York
$45K
HNW
821
High Note Wealth
Minnesota
$43.8K
AIA
822
Armor Investment Advisors
North Carolina
$42.6K
FCAS
823
First Command Advisory Services
Texas
$42.5K
CICI
824
Capital Investment Counsel Inc
North Carolina
$39.7K
IAS
825
IMA Advisory Services
Colorado
$39.5K