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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
NA
251
NewEdge Advisors
Louisiana
$1.77M
SG
252
StoneX Group
New York
$1.72M
PAA
253
Peregrine Asset Advisers
Oregon
$1.71M
FB
254
Fulton Bank
Pennsylvania
$1.69M
UB
255
Umpqua Bank
Oregon
$1.69M
AHC
256
Anderson Hoagland & Co
Missouri
$1.67M
NPFS
257
Novak & Powell Financial Services
Florida
$1.6M
DIA
258
Dana Investment Advisors
Wisconsin
$1.59M
TC
259
TAGStone Capital
North Carolina
$1.59M
GPW
260
Genesis Private Wealth
Virginia
$1.57M
GFA
261
Godfrey Financial Associates
New York
$1.57M
RDFA
262
Ritter Daniher Financial Advisory
Ohio
$1.56M
VCA
263
Verdence Capital Advisors
Maryland
$1.54M
MA
264
MONECO Advisors
Connecticut
$1.52M
RWA
265
River Wealth Advisors
Pennsylvania
$1.52M
KA
266
Kozak & Associates
Colorado
$1.51M
FF
267
Finley Financial
Nevada
$1.51M
SWP
268
Stratos Wealth Partners
Ohio
$1.5M
UBS AM
269
UBS AM
Illinois
$1.49M
LIA
270
LBMC Investment Advisors
Tennessee
$1.46M
KL
271
Keenan LLC
Massachusetts
$1.43M
EIP
272
Ellis Investment Partners
Pennsylvania
$1.41M
SF
273
Summit Financial
New Jersey
$1.4M
GT
274
Glenmede Trust
Pennsylvania
$1.39M
PAI
275
Pittenger & Anderson Inc
Nebraska
$1.39M