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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
FWMM
201
Foundation Wealth Management (Missouri)
Missouri
$2.2M
PIS
202
POM Investment Strategies
North Carolina
$2.2M
RWP
203
RWA Wealth Partners
Massachusetts
$2.19M
CCAM
204
Codex Capital Asset Management
Texas
$2.18M
GJIA
205
Glass Jacobson Investment Advisors
Maryland
$2.14M
OA
206
Operose Advisors
Wisconsin
$2.13M
SFO
207
Stenger Family Office
Illinois
$2.13M
CTC
208
Corundum Trust Company
South Dakota
$2.11M
AA
209
Alesco Advisors
New York
$2.1M
AFC
210
AFT Forsyth & Company
Florida
$2.05M
CAM
211
Cresset Asset Management
Illinois
$2.04M
DIP
212
Davis Investment Partners
North Carolina
$2.03M
AWP
213
Axis Wealth Partners
Rhode Island
$2.03M
CW
214
CreativeOne Wealth
Kansas
$1.99M
QCM
215
Quantinno Capital Management
New York
$1.95M
ASN
216
Advisory Services Network
Georgia
$1.95M
DC
217
Darrow Company
Massachusetts
$1.95M
TIA
218
Tiemann Investment Advisors
California
$1.93M
HW
219
Hancock Whitney
Mississippi
$1.93M
VAS
220
Vestmark Advisory Solutions
Massachusetts
$1.91M
T. Rowe Price Associates
221
T. Rowe Price Associates
Maryland
$1.91M
APP
222
Avantax Planning Partners
Iowa
$1.9M
WT
223
Whittier Trust
California
$1.9M
NA
224
NewEdge Advisors
Louisiana
$1.89M
CWM
225
C2C Wealth Management
Arizona
$1.88M