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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
TWM
351
Topsail Wealth Management
North Carolina
$842K
AEPWM
352
Atlantic Edge Private Wealth Management
Florida
$832K
BPW
353
BlueDoor Private Wealth
Massachusetts
$829K
BOPW
354
Brandywine Oak Private Wealth
Pennsylvania
$815K
DCA
355
DSG Capital Advisors
Minnesota
$814K
RB
356
Renasant Bank
Mississippi
$813K
WF
357
Welch & Forbes
Massachusetts
$811K
Kayne Anderson Rudnick Investment Management
358
Kayne Anderson Rudnick Investment Management
California
$807K
SAG
359
SageView Advisory Group
California
$807K
TF
360
Tudor Financial
Ohio
$804K
WWMSC
361
Wagner Wealth Management (South Carolina)
South Carolina
$801K
IA
362
IFP Advisors
Florida
$785K
CWAG
363
Compton Wealth Advisory Group
Virginia
$785K
GCM
364
Gables Capital Management
Florida
$777K
BIM
365
Bridges Investment Management
Nebraska
$776K
MBT
366
Montecito Bank & Trust
California
$771K
CL
367
Choreo LLC
Illinois
$769K
CGA
368
Crescent Grove Advisors
Illinois
$762K
CCM
369
Corsair Capital Management
New York
$759K
MPIA
370
Milestones Private Investment Advisors
New York
$757K
GT
371
Glenview Trust
Kentucky
$754K
TTWM
372
TCV Trust & Wealth Management
Virginia
$745K
OWA
373
Outlook Wealth Advisors
Texas
$742K
RA
374
RFG Advisory
Alabama
$741K
PWA
375
Peterson Wealth Advisors
Utah
$736K