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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
Allspring Global Investments
351
Allspring Global Investments
North Carolina
$875K
CIC
352
Chilton Investment Company
Connecticut
$874K
AWM
353
Avior Wealth Management
Nebraska
$869K
TI
354
Truepoint Inc
Ohio
$865K
NAM
355
NTV Asset Management
West Virginia
$859K
VA
356
Veratis Advisors
North Carolina
$856K
TWM
357
Topsail Wealth Management
North Carolina
$842K
AEPWM
358
Atlantic Edge Private Wealth Management
Florida
$832K
BPW
359
BlueDoor Private Wealth
Massachusetts
$829K
BOPW
360
Brandywine Oak Private Wealth
Pennsylvania
$815K
DCA
361
DSG Capital Advisors
Minnesota
$814K
RB
362
Renasant Bank
Mississippi
$813K
WF
363
Welch & Forbes
Massachusetts
$811K
Kayne Anderson Rudnick Investment Management
364
Kayne Anderson Rudnick Investment Management
California
$807K
SAG
365
SageView Advisory Group
California
$807K
TF
366
Tudor Financial
Ohio
$804K
WWMSC
367
Wagner Wealth Management (South Carolina)
South Carolina
$801K
IA
368
IFP Advisors
Florida
$785K
CWAG
369
Compton Wealth Advisory Group
Virginia
$785K
GCM
370
Gables Capital Management
Florida
$777K
BIM
371
Bridges Investment Management
Nebraska
$776K
MBT
372
Montecito Bank & Trust
California
$771K
CL
373
Choreo LLC
Illinois
$769K
CGA
374
Crescent Grove Advisors
Illinois
$762K
CCM
375
Corsair Capital Management
New York
$759K