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iShares S&P Mid-Cap 400 Growth ETF

919 hedge funds and large institutions have $7.13B invested in iShares S&P Mid-Cap 400 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 241 increasing their positions, 284 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

3.57% more ownership

Funds ownership: 70.08%73.65% (+3.6%)

1% more funds holding

Funds holding: 913919 (+6)

15% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 284

Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39M
Puts
$896K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$2.06M
AWP
227
Axis Wealth Partners
Rhode Island
$2.03M
Zurich Cantonal Bank
228
Zurich Cantonal Bank
Switzerland
$2.02M
DC
229
Darrow Company
Massachusetts
$2.02M
TIA
230
Tiemann Investment Advisors
California
$2M
MMHP
231
Murphy Middleton Hinkle & Parker
Georgia
$1.99M
CAM
232
Congress Asset Management
Massachusetts
$1.98M
APP
233
Avantax Planning Partners
Iowa
$1.97M
CWM
234
C2C Wealth Management
Arizona
$1.96M
RFM
235
Royal Fund Management
Florida
$1.94M
Bessemer Group
236
Bessemer Group
New Jersey
$1.94M
AFG
237
Allegheny Financial Group
Pennsylvania
$1.93M
WT
238
Whittier Trust
California
$1.9M
WFA
239
Wellspring Financial Advisors
Ohio
$1.9M
CAG
240
Crestwood Advisors Group
Massachusetts
$1.87M
CCFM
241
Clear Creek Financial Management
Washington
$1.86M
GWM
242
GSB Wealth Management
Connecticut
$1.86M
HIA
243
Harbor Investment Advisory
Maryland
$1.85M
MWM
244
Meridian Wealth Management
Kentucky
$1.82M
Envestnet Portfolio Solutions
245
Envestnet Portfolio Solutions
Illinois
$1.81M
CBU
246
CIBC Bancorp USA
Illinois
$1.8M
VAS
247
Vestmark Advisory Solutions
Massachusetts
$1.77M
RCAG
248
Rehmann Capital Advisory Group
Michigan
$1.77M
ONB
249
Old National Bancorp
Indiana
$1.77M
SG
250
StoneX Group
New York
$1.72M