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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
HWM
101
HB Wealth Management
Georgia
$6.42M
IFA
102
Independence Financial Advisors
New Hampshire
$6.39M
SG
103
StoneX Group
New York
$6.38M
CAM
104
Congress Asset Management
Massachusetts
$6.3M
TI
105
Tidal Investments
Wisconsin
$6.15M
PFS
106
Prospera Financial Services
Texas
$6.15M
CA
107
Centerpoint Advisors
Massachusetts
$6.1M
AWA
108
Arkadios Wealth Advisors
Georgia
$5.94M
I
109
InvesTrust
Oklahoma
$5.85M
GPA
110
Guidance Point Advisors
Massachusetts
$5.78M
CWM
111
Cordatus Wealth Management
Pennsylvania
$5.71M
SS
112
Sunbelt Securities
Texas
$5.59M
AMG
113
Asset Management Group
Connecticut
$5.55M
EWA
114
EP Wealth Advisors
California
$5.54M
BM
115
Berman McAleer
Maryland
$5.26M
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$5.23M
CFG
117
Citizens Financial Group
Rhode Island
$5.2M
P
118
&Partners
Tennessee
$5.09M
ITB
119
Idaho Trust Bank
Idaho
$5M
CCM
120
Coldstream Capital Management
Washington
$4.88M
BCM
121
Becker Capital Management
Oregon
$4.84M
WIA
122
World Investment Advisors
California
$4.83M
FBB
123
Fulton Breakefield Broenniman
Maryland
$4.76M
TW
124
TritonPoint Wealth
Maryland
$4.73M
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$4.72M