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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
SWP
251
Stratos Wealth Partners
Ohio
$1.5M
RWA
252
River Wealth Advisors
Pennsylvania
$1.5M
SC
253
Slow Capital
California
$1.48M
TC
254
TAGStone Capital
North Carolina
$1.46M
FF
255
Finley Financial
Nevada
$1.46M
FB
256
Fulton Bank
Pennsylvania
$1.45M
KA
257
Kozak & Associates
Colorado
$1.45M
KWM
258
Kingsview Wealth Management
Oregon
$1.44M
LIA
259
LBMC Investment Advisors
Tennessee
$1.41M
VC
260
Vicus Capital
Pennsylvania
$1.4M
EIP
261
Ellis Investment Partners
Pennsylvania
$1.36M
GT
262
Glenmede Trust
Pennsylvania
$1.34M
PAI
263
Pittenger & Anderson Inc
Nebraska
$1.34M
CHC
264
City Holding Co
West Virginia
$1.32M
YIA
265
YHB Investment Advisors
Connecticut
$1.32M
PCA
266
Pallas Capital Advisors
Massachusetts
$1.32M
AQR Capital Management
267
AQR Capital Management
Connecticut
$1.31M
PWAM
268
Private Wealth Asset Management
Iowa
$1.31M
WG
269
Watchman Group
Texas
$1.31M
AA
270
Argent Advisors
Louisiana
$1.31M
IWM
271
IHT Wealth Management
Illinois
$1.3M
AF
272
Allworth Financial
California
$1.29M
MSWM
273
Mowery & Schoenfeld Wealth Management
Illinois
$1.28M
RFM
274
Royal Fund Management
Florida
$1.27M
FHC
275
First Horizon Corporation
Tennessee
$1.24M