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iShares S&P Mid-Cap 400 Growth ETF
931 hedge funds and large institutions have $7.14B invested in iShares S&P Mid-Cap 400 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 285 reducing their positions, and 47 closing their positions.
New
Increased
Maintained
Reduced
Closed
72% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 47
55% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $896K
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
11% more capital invested
Capital invested by funds: $6.43B → $7.14B (+$714M)
3.71% more ownership
Funds ownership: 70.08% → 73.79% (+3.7%)
2% more funds holding
Funds holding: 917 → 931 (+14)
14% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 285
Holders
931
Holders Change
+14
Holders Change %
+1.53%
% of All Funds
11.47%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
81
Increased
246
Reduced
285
Closed
47
Calls
$1.39M
Puts
$896K
Net Calls
+$493K
Net Calls Change
+$183K
Top Buyers
| 1 |
SP
Sherman Porfolios
Coeur D'alene,
Idaho
|
+$232M |
| 2 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$107M |
| 3 |
Morgan Stanley
New York
|
+$58.5M |
| 4 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$50.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.7M |
Top Sellers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$36.8M |
| 2 |
Goldman Sachs
New York
|
-$11.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.59M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$8.15M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$7.35M |
