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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
SWP
776
SIMA Wealth Partners
Virginia
$110K
FCMT
777
Founders Capital Management (Texas)
Texas
$109K
TBFA
778
Three Bearings Fiduciary Advisors
New Hampshire
$108K
WAG
779
Windsor Advisory Group
Ohio
$104K
DFA
780
DHJJ Financial Advisors
Illinois
$103K
BFPW
781
BOK Financial Private Wealth
Colorado
$100K
DF
782
Dunhill Financial
United Kingdom
$97.4K
RFA
783
Register Financial Advisors
Georgia
$96.9K
SIS
784
Sound Income Strategies
Florida
$96.8K
AF
785
Aviso Financial
Ontario, Canada
$91.2K
BW
786
Basepoint Wealth
Iowa
$89.4K
ST
787
Smithfield Trust
Pennsylvania
$89K
ACA
788
Aptus Capital Advisors
Alabama
$88.1K
MCM
789
Mill Capital Management
North Carolina
$87.2K
ETS
790
ESL Trust Services
New York
$87K
RWM
791
Rialto Wealth Management
New York
$85.3K
SAM
792
Smartleaf Asset Management
Massachusetts
$80.9K
TAM
793
Townsend Asset Management
North Carolina
$80.4K
MEG
794
Millstone Evans Group
Colorado
$80.1K
CIAS
795
Capital Investment Advisory Services
North Carolina
$74.7K
MA
796
Modus Advisors
Minnesota
$74K
GMA
797
Glassy Mountain Advisors
Maryland
$72.7K
RFP
798
Root Financial Partners
California
$71.4K
JFGIW
799
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.3K
SMA
800
Sage Mountain Advisors
Georgia
$70.2K