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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
MA
926
Marquette Associates
Illinois
HF
927
HRT Financial
New York
HFA
928
Hershey Financial Advisers
Pennsylvania
VA
929
VestGen Advisors
Illinois
IWA
930
IBEX Wealth Advisors
New Jersey
PCM
931
Perritt Capital Management
Illinois
VPP
932
Vertex Planning Partners
Illinois
TWP
933
Total Wealth Planning
Ohio
TRCT
934
Tower Research Capital (TRC)
New York
SWA
935
Stratos Wealth Advisors
Ohio
RW
936
Rede Wealth
Virginia
PPWM
937
Paragon Private Wealth Management
Kentucky
FWA
938
FSM Wealth Advisors
Ohio
LIM
939
Leavell Investment Management
Alabama
RIM
940
Rockbridge Investment Management
New York
KOC
941
Koss-Olinger Consulting
Florida
FA
942
FC Advisory
Pennsylvania
GAM
943
Gemmer Asset Management
California
MSG
944
Main Street Group
Virginia
SIC
945
Salem Investment Counselors
North Carolina
EPW
946
Evergreen Private Wealth
Colorado
AAS
947
Ameritas Advisory Services
Nebraska
SFCL
948
Strengthening Families & Communities LLC
Massachusetts
National Bank of Canada
949
National Bank of Canada
Quebec, Canada
ATS
950
Ashton Thomas Securities
New York