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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
AWM
351
Avior Wealth Management
Nebraska
$869K
TI
352
Truepoint Inc
Ohio
$865K
NAM
353
NTV Asset Management
West Virginia
$859K
VA
354
Veratis Advisors
North Carolina
$856K
TWM
355
Topsail Wealth Management
North Carolina
$842K
AEPWM
356
Atlantic Edge Private Wealth Management
Florida
$832K
BPW
357
BlueDoor Private Wealth
Massachusetts
$829K
BOPW
358
Brandywine Oak Private Wealth
Pennsylvania
$815K
DCA
359
DSG Capital Advisors
Minnesota
$814K
RB
360
Renasant Bank
Mississippi
$813K
WF
361
Welch & Forbes
Massachusetts
$811K
Kayne Anderson Rudnick Investment Management
362
Kayne Anderson Rudnick Investment Management
California
$807K
SAG
363
SageView Advisory Group
California
$807K
TF
364
Tudor Financial
Ohio
$804K
WWMSC
365
Wagner Wealth Management (South Carolina)
South Carolina
$801K
IA
366
IFP Advisors
Florida
$785K
CWAG
367
Compton Wealth Advisory Group
Virginia
$785K
GCM
368
Gables Capital Management
Florida
$777K
BIM
369
Bridges Investment Management
Nebraska
$776K
MBT
370
Montecito Bank & Trust
California
$771K
CL
371
Choreo LLC
Illinois
$769K
CGA
372
Crescent Grove Advisors
Illinois
$762K
CCM
373
Corsair Capital Management
New York
$759K
MPIA
374
Milestones Private Investment Advisors
New York
$757K
GT
375
Glenview Trust
Kentucky
$754K