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iShares S&P Mid-Cap 400 Growth ETF

913 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 101 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
913
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
PMG
401
Private Management Group
California
$694K
RSA
402
River Street Advisors
Illinois
$687K
NHC
403
Nicholas Hoffman & Company
Georgia
$684K
TBT
404
Texas Bank & Trust
Texas
$675K
PP
405
Prosperity Planning
Missouri
$673K
AAG
406
Armstrong Advisory Group
Massachusetts
$670K
DWM
407
Daner Wealth Management
Georgia
$670K
GLA
408
Great Lakes Advisors
Illinois
$669K
FNBT
409
FineMark National Bank & Trust
Florida
$658K
AF
410
Alerus Financial
North Dakota
$658K
PSF
411
Pacific Sun Financial
California
$655K
UCFA
412
United Capital Financial Advisors
Texas
$651K
OWA
413
Octavia Wealth Advisors
Ohio
$650K
LFAS
414
Level Four Advisory Services
Texas
$647K
CWM
415
Cahaba Wealth Management
Georgia
$642K
BF
416
Bonfire Financial
Colorado
$641K
GPA
417
Guerra Pan Advisors
New Jersey
$640K
HCM
418
HMS Capital Management
Tennessee
$638K
PCH
419
PGIM Custom Harvest
New Jersey
$637K
PAS
420
Park Avenue Securities
New York
$637K
VC
421
Veracity Capital
Georgia
$632K
Massachusetts Financial Services
422
Massachusetts Financial Services
Massachusetts
$632K
IC
423
IEQ Capital
California
$627K
RMP
424
Richards, Merrill & Peterson
Washington
$627K
JIC
425
Johnson Investment Counsel
Ohio
$625K