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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
CCM
626
Condor Capital Management
New Jersey
$282K
FMWA
627
Forvis Mazars Wealth Advisors
Missouri
$281K
HIMC
628
Heritage Investors Management Corp
Maryland
$281K
IFWM
629
Institute for Wealth Management
Colorado
$281K
M
630
MOTCO
Texas
$280K
LWM
631
Lyell Wealth Management
California
$279K
SOS
632
Silver Oak Securities
Tennessee
$278K
AA
633
Aufman Associates
Pennsylvania
$277K
EFS
634
Essex Financial Services
Connecticut
$277K
BBHC
635
Brown Brothers Harriman & Co
New York
$276K
RWM
636
Ritholtz Wealth Management
New York
$272K
BP
637
BBR Partners
New York
$271K
III
638
Independent Investors Inc
New York
$271K
V
639
VeraBank
Texas
$271K
CCT
640
Chemung Canal Trust
New York
$270K
WP
641
Westmount Partners
California
$269K
GPA
642
Garrison Point Advisors
California
$268K
FNB
643
Farmers National Bank
Kentucky
$268K
WCM
644
Winthrop Capital Management
Indiana
$267K
HWM
645
Horizon Wealth Management
Illinois
$267K
BF
646
Benchmark Financial
Delaware
$267K
CB
647
CNB Bank
Pennsylvania
$265K
SAI
648
Savvy Advisors Inc
New York
$265K
FCCM
649
First City Capital Management
Georgia
$265K
IIC
650
Ironwood Investment Counsel
Arizona
$264K