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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
TBT
401
Texas Bank & Trust
Texas
$675K
PP
402
Prosperity Planning
Missouri
$673K
AAG
403
Armstrong Advisory Group
Massachusetts
$670K
DWM
404
Daner Wealth Management
Georgia
$670K
GLA
405
Great Lakes Advisors
Illinois
$669K
FNBT
406
FineMark National Bank & Trust
Florida
$658K
AF
407
Alerus Financial
North Dakota
$658K
PSF
408
Pacific Sun Financial
California
$655K
UCFA
409
United Capital Financial Advisors
Texas
$651K
OWA
410
Octavia Wealth Advisors
Ohio
$650K
LFAS
411
Level Four Advisory Services
Texas
$647K
CWM
412
Cahaba Wealth Management
Georgia
$642K
BF
413
Bonfire Financial
Colorado
$641K
GPA
414
Guerra Pan Advisors
New Jersey
$640K
HCM
415
HMS Capital Management
Tennessee
$638K
PCH
416
PGIM Custom Harvest
New Jersey
$637K
PAS
417
Park Avenue Securities
New York
$637K
VC
418
Veracity Capital
Georgia
$632K
Massachusetts Financial Services
419
Massachusetts Financial Services
Massachusetts
$632K
IC
420
IEQ Capital
California
$627K
RMP
421
Richards, Merrill & Peterson
Washington
$627K
JIC
422
Johnson Investment Counsel
Ohio
$625K
SHWM
423
Smith & Howard Wealth Management
Georgia
$624K
IAS
424
Insigneo Advisory Services
Florida
$624K
GEA
425
Glen Eagle Advisors
New Jersey
$621K