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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
PWM
376
Perigon Wealth Management
California
$735K
AIM
377
Allen Investment Management
New York
$732K
DTC
378
Davidson Trust Company
Washington
$732K
HI
379
Hyundai Investments
South Korea
$731K
WTC
380
WhitTier Trust Company
Nevada
$727K
FFN
381
Focus Financial Network
Minnesota
$726K
EW
382
Evoke Wealth
California
$723K
UCB
383
United Community Bank
South Carolina
$717K
SC
384
SouthState Corp
Florida
$716K
PA
385
PFG Advisors
Arizona
$710K
PMG
386
ProVise Management Group
Florida
$709K
FHC
387
First Heartland Consultants
Missouri
$706K
BB
388
Busey Bank
Illinois
$704K
HSWM
389
Hubbell Strickland Wealth Management
Louisiana
$700K
AC
390
AWM Capital
Arizona
$700K
CG
391
Corundum Group
Colorado
$698K
HPBT
392
Hickory Point Bank & Trust
Illinois
$696K
PMG
393
Private Management Group
California
$694K
RSA
394
River Street Advisors
Illinois
$687K
NHC
395
Nicholas Hoffman & Company
Georgia
$684K
TBT
396
Texas Bank & Trust
Texas
$675K
PP
397
Prosperity Planning
Missouri
$673K
AAG
398
Armstrong Advisory Group
Massachusetts
$670K
DWM
399
Daner Wealth Management
Georgia
$670K
GLA
400
Great Lakes Advisors
Illinois
$669K