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