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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
YIA
276
YHB Investment Advisors
Connecticut
$1.38M
CAM
277
Cresset Asset Management
Illinois
$1.37M
PCA
278
Pallas Capital Advisors
Massachusetts
$1.37M
CHC
279
City Holding Co
West Virginia
$1.37M
AIP
280
Ameritas Investment Partners
Nebraska
$1.36M
VC
281
Vicus Capital
Pennsylvania
$1.34M
VA
282
VestGen Advisors
Illinois
$1.33M
MSWM
283
Mowery & Schoenfeld Wealth Management
Illinois
$1.33M
SC
284
Slow Capital
California
$1.33M
AF
285
Allworth Financial
California
$1.32M
FHC
286
First Horizon Corporation
Tennessee
$1.3M
NAAA
287
New Age Alpha Advisors
New York
$1.3M
IWM
288
IHT Wealth Management
Illinois
$1.3M
HCA
289
Heck Capital Advisors
Wisconsin
$1.3M
FA
290
Fiduciary Alliance
South Carolina
$1.28M
PS
291
Principal Securities
Iowa
$1.28M
MC
292
Moors & Cabot
Massachusetts
$1.27M
HBW
293
Hazlett, Burt & Watson
West Virginia
$1.27M
KWM
294
Kingsview Wealth Management
Oregon
$1.26M
WG
295
Watchman Group
Texas
$1.26M
ANTB
296
AMG National Trust Bank
Colorado
$1.26M
FPAS
297
Focus Partners Advisor Solutions
Missouri
$1.24M
EFG
298
Ehrlich Financial Group
California
$1.24M
LWANC
299
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.23M
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$1.22M