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iShares S&P Mid-Cap 400 Growth ETF

906 hedge funds and large institutions have $6.42B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 246 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: $6.21B → $6.42B (+$208M)

6% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 263

Holders
906
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
TWP
926
Total Wealth Planning
Ohio
TRCT
927
Tower Research Capital (TRC)
New York
SWA
928
Stratos Wealth Advisors
Ohio
RW
929
Rede Wealth
Virginia
PPWM
930
Paragon Private Wealth Management
Kentucky
FWA
931
FSM Wealth Advisors
Ohio
LIM
932
Leavell Investment Management
Alabama
RIM
933
Rockbridge Investment Management
New York
KOC
934
Koss-Olinger Consulting
Florida
FA
935
FC Advisory
Pennsylvania
GAM
936
Gemmer Asset Management
California
MSG
937
Main Street Group
Virginia
SIC
938
Salem Investment Counselors
North Carolina
EPW
939
Evergreen Private Wealth
Colorado
AAS
940
Ameritas Advisory Services
Nebraska
SFCL
941
Strengthening Families & Communities LLC
Massachusetts
National Bank of Canada
942
National Bank of Canada
Quebec, Canada
ATS
943
Ashton Thomas Securities
New York
BWL
944
Bogart Wealth LLC
Virginia
CIR
945
Clear Investment Research
Georgia
CCM
946
Chilton Capital Management
Texas
NCM
947
Northwest Capital Management
Oregon
RA
948
Rise Advisors
New York
EWM
949
Evolution Wealth Management
Florida
TFA
950
Transamerica Financial Advisors
Florida