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iShares S&P Mid-Cap 400 Growth ETF

913 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 101 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
913
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
SCM
176
Stordahl Capital Management
Colorado
$2.85M
SG
177
Somerset Group
Minnesota
$2.85M
OC
178
Oppenheimer & Co
New York
$2.8M
FGWP
179
Founders Grove Wealth Partners
Virginia
$2.76M
PFG
180
Pacific Financial Group
Washington
$2.69M
TIAAOA
181
Teachers Insurance & Annuity Association of America
New York
$2.68M
SWGC
182
Summit Wealth Group (Colorado)
Colorado
$2.68M
ABWM
183
Alpine Bank Wealth Management
Colorado
$2.66M
CB
184
Commerce Bank
Missouri
$2.63M
HFW
185
Horizon Family Wealth
Illinois
$2.6M
UWPG
186
Ullmann Wealth Partners Group
Florida
$2.56M
SWM
187
Spire Wealth Management
Virginia
$2.53M
PWP
188
Perfromance Wealth Partners
Illinois
$2.52M
CIA
189
Concurrent Investment Advisors
Florida
$2.51M
VW
190
Vance Wealth
California
$2.49M
AllianceBernstein
191
AllianceBernstein
Tennessee
$2.46M
MM
192
Main Management
California
$2.44M
KL
193
Keenan LLC
Massachusetts
$2.42M
CI
194
CX Institutional
Indiana
$2.42M
GWMR
195
GC Wealth Management RIA
Massachusetts
$2.4M
NAAA
196
New Age Alpha Advisors
New York
$2.31M
RPGK
197
Retirement Planning Group (Kansas)
Kansas
$2.26M
Bessemer Group
198
Bessemer Group
New Jersey
$2.25M
WANY
199
Wealthspire Advisors (New York)
New York
$2.24M
AWM
200
Apollon Wealth Management
South Carolina
$2.22M