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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
TTWM
376
TCV Trust & Wealth Management
Virginia
$745K
OWA
377
Outlook Wealth Advisors
Texas
$742K
RA
378
RFG Advisory
Alabama
$741K
PWA
379
Peterson Wealth Advisors
Utah
$736K
PWM
380
Perigon Wealth Management
California
$735K
AIM
381
Allen Investment Management
New York
$732K
DTC
382
Davidson Trust Company
Washington
$732K
HI
383
Hyundai Investments
South Korea
$731K
WTC
384
WhitTier Trust Company
Nevada
$727K
FFN
385
Focus Financial Network
Minnesota
$726K
EW
386
Evoke Wealth
California
$723K
UCB
387
United Community Bank
South Carolina
$717K
SC
388
SouthState Corp
Florida
$716K
PA
389
PFG Advisors
Arizona
$710K
PMG
390
ProVise Management Group
Florida
$709K
FHC
391
First Heartland Consultants
Missouri
$706K
BB
392
Busey Bank
Illinois
$704K
HSWM
393
Hubbell Strickland Wealth Management
Louisiana
$700K
AC
394
AWM Capital
Arizona
$700K
CFG
395
Compass Financial Group
Ohio
$698K
CG
396
Corundum Group
Colorado
$698K
HPBT
397
Hickory Point Bank & Trust
Illinois
$696K
PMG
398
Private Management Group
California
$694K
RSA
399
River Street Advisors
Illinois
$687K
NHC
400
Nicholas Hoffman & Company
Georgia
$684K