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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
HWA
326
Heartwood Wealth Advisors
Virginia
$975K
PCIA
327
Prime Capital Investment Advisors
Kansas
$970K
FC
328
Fairscale Capital
New Hampshire
$967K
BP
329
Ballentine Partners
Massachusetts
$966K
MA
330
Mutual Advisors
Nebraska
$964K
BCG
331
Breakwater Capital Group
New Jersey
$957K
PMFA
332
Plante Moran Financial Advisors
Michigan
$953K
TIAA Trust, National Association
333
TIAA Trust, National Association
North Carolina
$948K
WP
334
WealthShield Partners
North Carolina
$946K
AB
335
Atlas Brown
Kentucky
$939K
TC
336
Tannin Capital
North Carolina
$939K
CB
337
Cadence Bank
Mississippi
$929K
CAP
338
Cordoba Advisory Partners
New York
$927K
RWM
339
RKL Wealth Management
Pennsylvania
$919K
PA
340
Parallel Advisors
California
$916K
PTC
341
Private Trust Company
Ohio
$916K
MWM
342
Modera Wealth Management
New Jersey
$902K
GAM
343
Griffin Asset Management
New York
$899K
VVP
344
Venture Visionary Partners
Ohio
$896K
Fayez Sarofim & Co
345
Fayez Sarofim & Co
Texas
$896K
AF
346
Advisornet Financial
Minnesota
$889K
BEI
347
Benjamin Edwards Inc
Missouri
$885K
Tudor Investment Corp
348
Tudor Investment Corp
Connecticut
$882K
FA
349
Financial Alternatives
California
$880K
OC
350
Oakworth Capital
Alabama
$876K