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iShares S&P Mid-Cap 400 Growth ETF

891 hedge funds and large institutions have $6.38B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 244 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 ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $6.21B → $6.38B (+$166M)

7% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 263

Holders
891
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
CAM
101
Congress Asset Management
Massachusetts
$6.3M
TI
102
Tidal Investments
Wisconsin
$6.15M
PFS
103
Prospera Financial Services
Texas
$6.15M
CA
104
Centerpoint Advisors
Massachusetts
$6.1M
Corient Private Wealth
105
Corient Private Wealth
Florida
$5.97M
AWA
106
Arkadios Wealth Advisors
Georgia
$5.94M
I
107
InvesTrust
Oklahoma
$5.85M
GPA
108
Guidance Point Advisors
Massachusetts
$5.78M
CWM
109
Cordatus Wealth Management
Pennsylvania
$5.71M
SS
110
Sunbelt Securities
Texas
$5.59M
AMG
111
Asset Management Group
Connecticut
$5.55M
EWA
112
EP Wealth Advisors
California
$5.54M
BM
113
Berman McAleer
Maryland
$5.26M
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$5.23M
CFG
115
Citizens Financial Group
Rhode Island
$5.2M
P
116
&Partners
Tennessee
$5.09M
ITB
117
Idaho Trust Bank
Idaho
$5M
CCM
118
Coldstream Capital Management
Washington
$4.88M
BCM
119
Becker Capital Management
Oregon
$4.84M
FBB
120
Fulton Breakefield Broenniman
Maryland
$4.76M
TW
121
TritonPoint Wealth
Maryland
$4.73M
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$4.72M
M&T Bank
123
M&T Bank
New York
$4.69M
BA
124
Brightwater Advisory
Florida
$4.47M
WIA
125
World Investment Advisors
California
$4.42M