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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
DC
451
Destiny Capital
Colorado
$565K
IWN
452
Independent Wealth Network
Iowa
$558K
OFO
453
OneAscent Family Office
Alabama
$557K
CWA
454
Crusonia Wealth Advisors
Colorado
$546K
S
455
Sunpointe
Missouri
$544K
HH
456
Hilltop Holdings
Texas
$538K
GWA
457
Geometric Wealth Advisors
District of Columbia
$536K
RCA
458
Resonant Capital Advisors
Wisconsin
$533K
HSA
459
HBK Sorce Advisory
Pennsylvania
$532K
GSWM
460
Greenup Street Wealth Management
Michigan
$531K
CFS
461
CRA Financial Services
New Jersey
$525K
AFTS
462
American Financial & Tax Strategies
New York
$524K
2WWM
463
21 West Wealth Management
California
$524K
LWCFA
464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$523K
6F
465
626 Financial
Michigan
$521K
ECM
466
Evergreen Capital Management
Washington
$520K
SWP
467
Sagespring Wealth Partners
Tennessee
$520K
HCMT
468
Highland Capital Management (Tennessee)
Tennessee
$515K
CIA
469
Capital Investment Advisors
Georgia
$514K
D
470
Dentgroup
Louisiana
$513K
PFA
471
Pure Financial Advisors
California
$513K
MF
472
Montis Financial
Massachusetts
$508K
SFS
473
Sowell Financial Services
Arkansas
$507K
HTIM
474
Harbour Trust & Investment Management
Indiana
$505K
MWM
475
Mattern Wealth Management
Kansas
$500K