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iShares S&P Mid-Cap 400 Growth ETF

929 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

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: $ → $

3.71% more ownership

Funds ownership: 70.08%73.79% (+3.7%)

2% more funds holding

Funds holding: 915929 (+14)

14% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 285

Holders
929
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
DIP
226
Davis Investment Partners
North Carolina
$2.08M
Franklin Resources
227
Franklin Resources
California
$2.06M
AWP
228
Axis Wealth Partners
Rhode Island
$2.03M
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$2.02M
DC
230
Darrow Company
Massachusetts
$2.02M
TIA
231
Tiemann Investment Advisors
California
$2M
MMHP
232
Murphy Middleton Hinkle & Parker
Georgia
$1.99M
CAM
233
Congress Asset Management
Massachusetts
$1.98M
APP
234
Avantax Planning Partners
Iowa
$1.97M
CWM
235
C2C Wealth Management
Arizona
$1.96M
RFM
236
Royal Fund Management
Florida
$1.94M
Bessemer Group
237
Bessemer Group
New Jersey
$1.94M
AFG
238
Allegheny Financial Group
Pennsylvania
$1.93M
WT
239
Whittier Trust
California
$1.9M
WFA
240
Wellspring Financial Advisors
Ohio
$1.9M
CAG
241
Crestwood Advisors Group
Massachusetts
$1.87M
CCFM
242
Clear Creek Financial Management
Washington
$1.86M
GWM
243
GSB Wealth Management
Connecticut
$1.86M
HIA
244
Harbor Investment Advisory
Maryland
$1.85M
MWM
245
Meridian Wealth Management
Kentucky
$1.82M
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$1.81M
CBU
247
CIBC Bancorp USA
Illinois
$1.8M
VAS
248
Vestmark Advisory Solutions
Massachusetts
$1.77M
RCAG
249
Rehmann Capital Advisory Group
Michigan
$1.77M
ONB
250
Old National Bancorp
Indiana
$1.77M