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iShares S&P Mid-Cap 400 Growth ETF

891 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 88 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
891
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
BJL
901
Brighton Jones LLC
Washington
Citadel Advisors
902
Citadel Advisors
Florida
KFP
903
KMG Fiduciary Partners
Ohio
MA
904
Marquette Associates
Illinois
HF
905
HRT Financial
New York
HFA
906
Hershey Financial Advisers
Pennsylvania
VA
907
VestGen Advisors
Illinois
IWA
908
IBEX Wealth Advisors
New Jersey
PCM
909
Perritt Capital Management
Illinois
VPP
910
Vertex Planning Partners
Illinois
TWP
911
Total Wealth Planning
Ohio
TRCT
912
Tower Research Capital (TRC)
New York
SWA
913
Stratos Wealth Advisors
Ohio
RW
914
Rede Wealth
Virginia
PPWM
915
Paragon Private Wealth Management
Kentucky
FWA
916
FSM Wealth Advisors
Ohio
LIM
917
Leavell Investment Management
Alabama
RIM
918
Rockbridge Investment Management
New York
KOC
919
Koss-Olinger Consulting
Florida
FA
920
FC Advisory
Pennsylvania
GAM
921
Gemmer Asset Management
California
MSG
922
Main Street Group
Virginia
SIC
923
Salem Investment Counselors
North Carolina
EPW
924
Evergreen Private Wealth
Colorado
AAS
925
Ameritas Advisory Services
Nebraska