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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
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$1.87M
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$1.86M
Franklin Resources
228
Franklin Resources
California
$1.83M
WFA
229
Wellspring Financial Advisors
Ohio
$1.83M
CAG
230
Crestwood Advisors Group
Massachusetts
$1.8M
GWM
231
GSB Wealth Management
Connecticut
$1.78M
MWM
232
Meridian Wealth Management
Kentucky
$1.78M
RDFA
233
Ritter Daniher Financial Advisory
Ohio
$1.73M
UB
234
Umpqua Bank
Oregon
$1.73M
ONB
235
Old National Bancorp
Indiana
$1.7M
RCAG
236
Rehmann Capital Advisory Group
Michigan
$1.7M
PAA
237
Peregrine Asset Advisers
Oregon
$1.65M
AFG
238
Allegheny Financial Group
Pennsylvania
$1.65M
HCA
239
Heck Capital Advisors
Wisconsin
$1.64M
TCOV
240
Trust Company of Vermont
Vermont
$1.63M
HIA
241
Harbor Investment Advisory
Maryland
$1.63M
AHC
242
Anderson Hoagland & Co
Missouri
$1.61M
GFA
243
Godfrey Financial Associates
New York
$1.6M
NPFS
244
Novak & Powell Financial Services
Florida
$1.57M
AI
245
Atria Investments
North Carolina
$1.57M
DIA
246
Dana Investment Advisors
Wisconsin
$1.52M
MA
247
MONECO Advisors
Connecticut
$1.52M
BlackRock
248
BlackRock
New York
$1.52M
GPW
249
Genesis Private Wealth
Virginia
$1.51M
VCA
250
Verdence Capital Advisors
Maryland
$1.51M