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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
WFA
226
Wellspring Financial Advisors
Ohio
$1.83M
CAG
227
Crestwood Advisors Group
Massachusetts
$1.8M
GWM
228
GSB Wealth Management
Connecticut
$1.78M
MWM
229
Meridian Wealth Management
Kentucky
$1.78M
RDFA
230
Ritter Daniher Financial Advisory
Ohio
$1.73M
UB
231
Umpqua Bank
Oregon
$1.73M
ONB
232
Old National Bancorp
Indiana
$1.7M
PAA
233
Peregrine Asset Advisers
Oregon
$1.65M
AFG
234
Allegheny Financial Group
Pennsylvania
$1.65M
HCA
235
Heck Capital Advisors
Wisconsin
$1.64M
TCOV
236
Trust Company of Vermont
Vermont
$1.63M
HIA
237
Harbor Investment Advisory
Maryland
$1.63M
AHC
238
Anderson Hoagland & Co
Missouri
$1.61M
GFA
239
Godfrey Financial Associates
New York
$1.6M
NPFS
240
Novak & Powell Financial Services
Florida
$1.57M
AI
241
Atria Investments
North Carolina
$1.57M
DIA
242
Dana Investment Advisors
Wisconsin
$1.52M
MA
243
MONECO Advisors
Connecticut
$1.52M
BlackRock
244
BlackRock
New York
$1.52M
GPW
245
Genesis Private Wealth
Virginia
$1.51M
VCA
246
Verdence Capital Advisors
Maryland
$1.51M
SWP
247
Stratos Wealth Partners
Ohio
$1.5M
RWA
248
River Wealth Advisors
Pennsylvania
$1.5M
SC
249
Slow Capital
California
$1.48M
TC
250
TAGStone Capital
North Carolina
$1.46M