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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
PFS
351
Prospera Financial Services
Texas
$946K
RWM
352
RKL Wealth Management
Pennsylvania
$940K
BEI
353
Benjamin Edwards Inc
Missouri
$930K
VVP
354
Venture Visionary Partners
Ohio
$921K
CIC
355
Chilton Investment Company
Connecticut
$920K
FA
356
Financial Alternatives
California
$914K
OC
357
Oakworth Capital
Alabama
$901K
TI
358
Truepoint Inc
Ohio
$899K
HCM
359
HMS Capital Management
Tennessee
$898K
NAM
360
NTV Asset Management
West Virginia
$892K
AWM
361
Avior Wealth Management
Nebraska
$891K
YIH
362
Y-Intercept (HK)
Hong Kong
$883K
AF
363
Advisornet Financial
Minnesota
$879K
RA
364
Ruggaard & Associates
Ohio
$879K
BB
365
Busey Bank
Illinois
$877K
TWM
366
Topsail Wealth Management
North Carolina
$874K
BOS
367
Bank of Stockton
California
$868K
AEPWM
368
Atlantic Edge Private Wealth Management
Florida
$864K
BPW
369
BlueDoor Private Wealth
Massachusetts
$861K
GAM
370
Griffin Asset Management
New York
$859K
BOPW
371
Brandywine Oak Private Wealth
Pennsylvania
$847K
WF
372
Welch & Forbes
Massachusetts
$842K
First Trust Advisors
373
First Trust Advisors
Illinois
$837K
WWMSC
374
Wagner Wealth Management (South Carolina)
South Carolina
$833K
TF
375
Tudor Financial
Ohio
$829K