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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
SDWMA
326
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M
IAIM
327
International Assets Investment Management
Florida
$1.06M
BFG
328
Bleakley Financial Group
New Jersey
$1.06M
FRA
329
Front Row Advisors
California
$1.06M
PAS
330
PKS Advisory Services
New York
$1.05M
VNT
331
Vanguard National Trust
Pennsylvania
$1.05M
FC
332
Fairscale Capital
New Hampshire
$1.05M
CAP
333
Cordoba Advisory Partners
New York
$1.05M
PG
334
Patten Group
Tennessee
$1.04M
MIA
335
MainStreet Investment Advisors
Illinois
$1.03M
TCIIS
336
TIAA-CREF Individual & Institutional Services
New York
$1.03M
HWA
337
Heartwood Wealth Advisors
Virginia
$1.01M
BCG
338
Breakwater Capital Group
New Jersey
$1.01M
BP
339
Ballentine Partners
Massachusetts
$1M
HI
340
Hyundai Investments
South Korea
$995K
SIM
341
Stratos Investment Management
Ohio
$980K
WP
342
WealthShield Partners
North Carolina
$972K
PCIA
343
Prime Capital Investment Advisors
Kansas
$972K
AB
344
Atlas Brown
Kentucky
$961K
DP
345
Dearborn Partners
Illinois
$956K
PA
346
Parallel Advisors
California
$951K
TPCW
347
TD Private Client Wealth
New York
$950K
PTC
348
Private Trust Company
Ohio
$946K
PFS
349
Prospera Financial Services
Texas
$946K
RWM
350
RKL Wealth Management
Pennsylvania
$940K