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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
RFM
276
Royal Fund Management
Florida
$1.27M
FHC
277
First Horizon Corporation
Tennessee
$1.24M
FCBT
278
First Citizens Bank & Trust
North Carolina
$1.24M
PS
279
Principal Securities
Iowa
$1.23M
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$1.23M
MC
281
Moors & Cabot
Massachusetts
$1.23M
FPAS
282
Focus Partners Advisor Solutions
Missouri
$1.18M
FNBOO
283
First National Bank of Omaha
Nebraska
$1.18M
EFG
284
Embree Financial Group
Illinois
$1.17M
TP
285
Thayer Partners
Pennsylvania
$1.16M
Brown Advisory
286
Brown Advisory
Maryland
$1.15M
RA
287
Ruggaard & Associates
Ohio
$1.15M
BFA
288
Bragg Financial Advisors
North Carolina
$1.15M
ANTB
289
AMG National Trust Bank
Colorado
$1.14M
DWP
290
Daymark Wealth Partners
Ohio
$1.14M
SF
291
Summit Financial
New Jersey
$1.14M
FA
292
Fiduciary Alliance
South Carolina
$1.13M
AWM
293
Aprio Wealth Management
Georgia
$1.13M
FFO
294
Fortitude Family Office
Arizona
$1.13M
SIM
295
Stratos Investment Management
Ohio
$1.11M
USCWA
296
U.S. Capital Wealth Advisors
Texas
$1.09M
SI
297
Stephens Inc
Arkansas
$1.09M
MWM
298
Marietta Wealth Management
Georgia
$1.09M
Vanguard Group
299
Vanguard Group
Pennsylvania
$1.09M
BSB
300
Bangor Savings Bank
Maine
$1.08M