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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
SG
176
Somerset Group
Minnesota
$2.85M
OC
177
Oppenheimer & Co
New York
$2.8M
FGWP
178
Founders Grove Wealth Partners
Virginia
$2.76M
PFG
179
Pacific Financial Group
Washington
$2.69M
TIAAOA
180
Teachers Insurance & Annuity Association of America
New York
$2.68M
SWGC
181
Summit Wealth Group (Colorado)
Colorado
$2.68M
ABWM
182
Alpine Bank Wealth Management
Colorado
$2.66M
CB
183
Commerce Bank
Missouri
$2.63M
HFW
184
Horizon Family Wealth
Illinois
$2.6M
UWPG
185
Ullmann Wealth Partners Group
Florida
$2.56M
SWM
186
Spire Wealth Management
Virginia
$2.53M
PWP
187
Perfromance Wealth Partners
Illinois
$2.52M
CIA
188
Concurrent Investment Advisors
Florida
$2.51M
VW
189
Vance Wealth
California
$2.49M
AllianceBernstein
190
AllianceBernstein
Tennessee
$2.46M
MM
191
Main Management
California
$2.44M
KL
192
Keenan LLC
Massachusetts
$2.42M
CI
193
CX Institutional
Indiana
$2.42M
GWMR
194
GC Wealth Management RIA
Massachusetts
$2.4M
NAAA
195
New Age Alpha Advisors
New York
$2.31M
RPGK
196
Retirement Planning Group (Kansas)
Kansas
$2.26M
Bessemer Group
197
Bessemer Group
New Jersey
$2.25M
WANY
198
Wealthspire Advisors (New York)
New York
$2.24M
AWM
199
Apollon Wealth Management
South Carolina
$2.22M
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$2.2M