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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
PMFA
326
Plante Moran Financial Advisors
Michigan
$953K
TIAA Trust, National Association
327
TIAA Trust, National Association
North Carolina
$948K
WP
328
WealthShield Partners
North Carolina
$946K
AB
329
Atlas Brown
Kentucky
$939K
TC
330
Tannin Capital
North Carolina
$939K
CB
331
Cadence Bank
Mississippi
$929K
CAP
332
Cordoba Advisory Partners
New York
$927K
RWM
333
RKL Wealth Management
Pennsylvania
$919K
PA
334
Parallel Advisors
California
$916K
PTC
335
Private Trust Company
Ohio
$916K
MWM
336
Modera Wealth Management
New Jersey
$902K
GAM
337
Griffin Asset Management
New York
$899K
VVP
338
Venture Visionary Partners
Ohio
$896K
Fayez Sarofim & Co
339
Fayez Sarofim & Co
Texas
$896K
AF
340
Advisornet Financial
Minnesota
$889K
BEI
341
Benjamin Edwards Inc
Missouri
$885K
Tudor Investment Corp
342
Tudor Investment Corp
Connecticut
$882K
FA
343
Financial Alternatives
California
$880K
OC
344
Oakworth Capital
Alabama
$876K
Allspring Global Investments
345
Allspring Global Investments
North Carolina
$875K
CIC
346
Chilton Investment Company
Connecticut
$874K
AWM
347
Avior Wealth Management
Nebraska
$869K
TI
348
Truepoint Inc
Ohio
$865K
NAM
349
NTV Asset Management
West Virginia
$859K
VA
350
Veratis Advisors
North Carolina
$856K