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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
VCA
251
Verdence Capital Advisors
Maryland
$1.51M
SWP
252
Stratos Wealth Partners
Ohio
$1.5M
RWA
253
River Wealth Advisors
Pennsylvania
$1.5M
SC
254
Slow Capital
California
$1.48M
TC
255
TAGStone Capital
North Carolina
$1.46M
FF
256
Finley Financial
Nevada
$1.46M
FB
257
Fulton Bank
Pennsylvania
$1.45M
KA
258
Kozak & Associates
Colorado
$1.45M
KWM
259
Kingsview Wealth Management
Oregon
$1.44M
LIA
260
LBMC Investment Advisors
Tennessee
$1.41M
VC
261
Vicus Capital
Pennsylvania
$1.4M
EIP
262
Ellis Investment Partners
Pennsylvania
$1.36M
IFG
263
Independent Financial Group
California
$1.35M
GT
264
Glenmede Trust
Pennsylvania
$1.34M
PAI
265
Pittenger & Anderson Inc
Nebraska
$1.34M
CHC
266
City Holding Co
West Virginia
$1.32M
YIA
267
YHB Investment Advisors
Connecticut
$1.32M
PCA
268
Pallas Capital Advisors
Massachusetts
$1.32M
AQR Capital Management
269
AQR Capital Management
Connecticut
$1.31M
PWAM
270
Private Wealth Asset Management
Iowa
$1.31M
WG
271
Watchman Group
Texas
$1.31M
AA
272
Argent Advisors
Louisiana
$1.31M
IWM
273
IHT Wealth Management
Illinois
$1.3M
AF
274
Allworth Financial
California
$1.29M
MSWM
275
Mowery & Schoenfeld Wealth Management
Illinois
$1.28M