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iShares S&P Mid-Cap 400 Growth ETF

915 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 102 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
915
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
MPIA
376
Milestones Private Investment Advisors
New York
$757K
GT
377
Glenview Trust
Kentucky
$754K
TTWM
378
TCV Trust & Wealth Management
Virginia
$745K
OWA
379
Outlook Wealth Advisors
Texas
$742K
RA
380
RFG Advisory
Alabama
$741K
PWA
381
Peterson Wealth Advisors
Utah
$736K
PWM
382
Perigon Wealth Management
California
$735K
AIM
383
Allen Investment Management
New York
$732K
DTC
384
Davidson Trust Company
Washington
$732K
HI
385
Hyundai Investments
South Korea
$731K
WTC
386
WhitTier Trust Company
Nevada
$727K
FFN
387
Focus Financial Network
Minnesota
$726K
EW
388
Evoke Wealth
California
$723K
UCB
389
United Community Bank
South Carolina
$717K
SC
390
SouthState Corp
Florida
$716K
PA
391
PFG Advisors
Arizona
$710K
PMG
392
ProVise Management Group
Florida
$709K
FHC
393
First Heartland Consultants
Missouri
$706K
BB
394
Busey Bank
Illinois
$704K
HSWM
395
Hubbell Strickland Wealth Management
Louisiana
$700K
AC
396
AWM Capital
Arizona
$700K
CFG
397
Compass Financial Group
Ohio
$698K
CG
398
Corundum Group
Colorado
$698K
HPBT
399
Hickory Point Bank & Trust
Illinois
$696K
ZCP
400
Z3 Capital Partners
Virginia
$695K