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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
RWP
201
RWA Wealth Partners
Massachusetts
$2.19M
CCAM
202
Codex Capital Asset Management
Texas
$2.18M
GJIA
203
Glass Jacobson Investment Advisors
Maryland
$2.14M
OA
204
Operose Advisors
Wisconsin
$2.13M
CTC
205
Corundum Trust Company
South Dakota
$2.11M
AA
206
Alesco Advisors
New York
$2.1M
AFC
207
AFT Forsyth & Company
Florida
$2.05M
CAM
208
Cresset Asset Management
Illinois
$2.04M
DIP
209
Davis Investment Partners
North Carolina
$2.03M
AWP
210
Axis Wealth Partners
Rhode Island
$2.03M
CW
211
CreativeOne Wealth
Kansas
$1.99M
QCM
212
Quantinno Capital Management
New York
$1.95M
ASN
213
Advisory Services Network
Georgia
$1.95M
DC
214
Darrow Company
Massachusetts
$1.95M
TIA
215
Tiemann Investment Advisors
California
$1.93M
HW
216
Hancock Whitney
Mississippi
$1.93M
VAS
217
Vestmark Advisory Solutions
Massachusetts
$1.91M
T. Rowe Price Associates
218
T. Rowe Price Associates
Maryland
$1.91M
APP
219
Avantax Planning Partners
Iowa
$1.9M
WT
220
Whittier Trust
California
$1.9M
NA
221
NewEdge Advisors
Louisiana
$1.89M
CWM
222
C2C Wealth Management
Arizona
$1.88M
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$1.87M
Zurich Cantonal Bank
224
Zurich Cantonal Bank
Switzerland
$1.86M
Franklin Resources
225
Franklin Resources
California
$1.83M