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iShares S&P Mid-Cap 400 Growth ETF

892 hedge funds and large institutions have $6.38B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 244 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 ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $6.21B → $6.38B (+$166M)

7% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 263

Holders
892
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
SFC
826
SYM Financial Corp
Indiana
$27.2K
CNBTD
827
Citizens National Bank Trust Department
Mississippi
$27.1K
RIL
828
Rothschild Investment LLC
Illinois
$26.4K
Qube Research & Technologies (QRT)
829
Qube Research & Technologies (QRT)
United Kingdom
$24.9K
LGWM
830
Litman Gregory Wealth Management
California
$24.8K
KFAS
831
Keating Financial Advisory Services
Kansas
$23.9K
FCG
832
Financial Connections Group
California
$23K
BTD
833
BankPlus Trust Department
Mississippi
$22.6K
PCMNC
834
Piedmont Capital Management (North Carolina)
North Carolina
$22.6K
MPCG
835
Matrix Private Capital Group
New York
$22.3K
TFGT
836
TS Financial Group (TSFG)
Illinois
$22K
CCMI
837
Creative Capital Management Investments
California
$19.8K
GGI
838
Godsey & Gibb Inc
Virginia
$18K
AIC
839
Archer Investment Corporation
Indiana
$17.9K
NSIM
840
North Star Investment Management
Illinois
$16.9K
IW
841
Imprint Wealth
South Carolina
$16.8K
MAS
842
MPWM Advisory Solutions
Georgia
$15.5K
PSB
843
Piscataqua Savings Bank
New Hampshire
$15.5K
CT
844
Caldwell Trust
Florida
$15.4K
BHWM
845
Beaird Harris Wealth Management
Texas
$15.4K
LFG
846
Larson Financial Group
Missouri
$15.3K
BFS
847
Beacon Financial Strategies
North Carolina
$15.1K
GG
848
Gleason Group
Kentucky
$15K
BA
849
Ballast Advisors
Minnesota
$14.5K
LBC
850
Lowe Brockenbrough & Co
Virginia
$14.2K