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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
AW
901
Avion Wealth
Texas
$4K
GSWM
902
Golden State Wealth Management
California
$3.49K
HFS
903
Hantz Financial Services
Michigan
$3K
HR
904
Howe & Rusling
New York
$2.99K
CIA
905
Cape Investment Advisory
Georgia
$1.94K
MBFW
906
Morton Brown Family Wealth
Pennsylvania
$1.55K
IRC
907
Investors Research Corp
Georgia
$969
PWA
908
Physician Wealth Advisors
Utah
$880
OHWP
909
Oak Harbor Wealth Partners
North Carolina
$775
BCWM
910
Bartlett & Co Wealth Management
Ohio
$645
ETC
911
Exchange Traded Concepts
Oklahoma
$484
LWMI
912
Legacy Wealth Management (Idaho)
Idaho
$388
RA
913
Ransom Advisory
Rhode Island
$194
NA
914
Networth Advisors
Pennsylvania
$97
RCM
915
Raleigh Capital Management
North Carolina
$93
KB
916
Kimelman & Baird
New York
$30
SIA
917
Strategic Investment Advisors
Michigan
BNP Paribas Financial Markets
918
BNP Paribas Financial Markets
France
Kovitz Investment Group Partners
919
Kovitz Investment Group Partners
Illinois
Jane Street
920
Jane Street
New York
MMHP
921
Murphy Middleton Hinkle & Parker
Georgia
FFL
922
Future Fund LLC
Illinois
BJL
923
Brighton Jones LLC
Washington
Citadel Advisors
924
Citadel Advisors
Florida
KFP
925
KMG Fiduciary Partners
Ohio