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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
PAA
251
Peregrine Asset Advisers
Oregon
$1.71M
FB
252
Fulton Bank
Pennsylvania
$1.69M
UB
253
Umpqua Bank
Oregon
$1.69M
AHC
254
Anderson Hoagland & Co
Missouri
$1.67M
NPFS
255
Novak & Powell Financial Services
Florida
$1.6M
DIA
256
Dana Investment Advisors
Wisconsin
$1.59M
TC
257
TAGStone Capital
North Carolina
$1.59M
GPW
258
Genesis Private Wealth
Virginia
$1.57M
GFA
259
Godfrey Financial Associates
New York
$1.57M
RDFA
260
Ritter Daniher Financial Advisory
Ohio
$1.56M
VCA
261
Verdence Capital Advisors
Maryland
$1.54M
MA
262
MONECO Advisors
Connecticut
$1.52M
RWA
263
River Wealth Advisors
Pennsylvania
$1.52M
KA
264
Kozak & Associates
Colorado
$1.51M
FF
265
Finley Financial
Nevada
$1.51M
SWP
266
Stratos Wealth Partners
Ohio
$1.5M
UBS AM
267
UBS AM
Illinois
$1.49M
LIA
268
LBMC Investment Advisors
Tennessee
$1.46M
KL
269
Keenan LLC
Massachusetts
$1.43M
EIP
270
Ellis Investment Partners
Pennsylvania
$1.41M
SF
271
Summit Financial
New Jersey
$1.4M
GT
272
Glenmede Trust
Pennsylvania
$1.39M
PAI
273
Pittenger & Anderson Inc
Nebraska
$1.39M
YIA
274
YHB Investment Advisors
Connecticut
$1.38M
CAM
275
Cresset Asset Management
Illinois
$1.37M