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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
HDIM
826
Hanson & Doremus Investment Management
Vermont
$38K
QWM
827
Quaker Wealth Management
New Jersey
$37.3K
CFP
828
Comprehensive Financial Planning
Pennsylvania
$36.8K
BMC
829
Bear Mountain Capital
Washington
$36K
PCM
830
Palouse Capital Management
Washington
$35.7K
RPC
831
Rossmore Private Capital
Connecticut
$35.5K
AP
832
Atwood & Palmer
Missouri
$35.4K
SWM
833
SHP Wealth Management
Massachusetts
$35K
CB
834
Centennial Bank
Arkansas
$33.9K
PPL
835
Planning Project LLC
Texas
$33.3K
SG
836
Sankala Group
Colorado
$31.8K
HCM
837
Hollencrest Capital Management
California
$31K
PCFFS
838
Pacific Center for Financial Services
California
$29.5K
FPB
839
First PREMIER Bank
South Dakota
$29K
NRG
840
Nemes Rush Group
Michigan
$28.4K
AGWCA
841
Annis Gardner Whiting Capital Advisors
Florida
$27.9K
WIM
842
Westside Investment Management
California
$27.9K
SFC
843
SYM Financial Corp
Indiana
$27.2K
CNBTD
844
Citizens National Bank Trust Department
Mississippi
$27.1K
RIL
845
Rothschild Investment LLC
Illinois
$26.4K
Qube Research & Technologies (QRT)
846
Qube Research & Technologies (QRT)
United Kingdom
$24.9K
LGWM
847
Litman Gregory Wealth Management
California
$24.8K
KFAS
848
Keating Financial Advisory Services
Kansas
$23.9K
FCG
849
Financial Connections Group
California
$23K
BTD
850
BankPlus Trust Department
Mississippi
$22.6K