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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
CWA
451
Crusonia Wealth Advisors
Colorado
$546K
S
452
Sunpointe
Missouri
$544K
HH
453
Hilltop Holdings
Texas
$538K
GWA
454
Geometric Wealth Advisors
District of Columbia
$536K
RCA
455
Resonant Capital Advisors
Wisconsin
$533K
HSA
456
HBK Sorce Advisory
Pennsylvania
$532K
GSWM
457
Greenup Street Wealth Management
Michigan
$531K
CFS
458
CRA Financial Services
New Jersey
$525K
AFTS
459
American Financial & Tax Strategies
New York
$524K
2WWM
460
21 West Wealth Management
California
$524K
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$523K
6F
462
626 Financial
Michigan
$521K
ECM
463
Evergreen Capital Management
Washington
$520K
SWP
464
Sagespring Wealth Partners
Tennessee
$520K
HCMT
465
Highland Capital Management (Tennessee)
Tennessee
$515K
CIA
466
Capital Investment Advisors
Georgia
$514K
D
467
Dentgroup
Louisiana
$513K
PFA
468
Pure Financial Advisors
California
$513K
MF
469
Montis Financial
Massachusetts
$508K
SFS
470
Sowell Financial Services
Arkansas
$507K
HTIM
471
Harbour Trust & Investment Management
Indiana
$505K
MWM
472
Mattern Wealth Management
Kansas
$500K
TCBWMS
473
Texas Capital Bank Wealth Management Services
Texas
$496K
KA
474
KLCM Advisors
Wisconsin
$494K
AWM
475
AE Wealth Management
Kansas
$490K