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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
BEI
351
Benjamin Edwards Inc
Missouri
$930K
VVP
352
Venture Visionary Partners
Ohio
$921K
CIC
353
Chilton Investment Company
Connecticut
$920K
FA
354
Financial Alternatives
California
$914K
OC
355
Oakworth Capital
Alabama
$901K
TI
356
Truepoint Inc
Ohio
$899K
HCM
357
HMS Capital Management
Tennessee
$898K
NAM
358
NTV Asset Management
West Virginia
$892K
AWM
359
Avior Wealth Management
Nebraska
$891K
YIH
360
Y-Intercept (HK)
Hong Kong
$883K
AF
361
Advisornet Financial
Minnesota
$879K
RA
362
Ruggaard & Associates
Ohio
$879K
BB
363
Busey Bank
Illinois
$877K
TWM
364
Topsail Wealth Management
North Carolina
$874K
BOS
365
Bank of Stockton
California
$868K
AEPWM
366
Atlantic Edge Private Wealth Management
Florida
$864K
BPW
367
BlueDoor Private Wealth
Massachusetts
$861K
GAM
368
Griffin Asset Management
New York
$859K
BOPW
369
Brandywine Oak Private Wealth
Pennsylvania
$847K
WF
370
Welch & Forbes
Massachusetts
$842K
First Trust Advisors
371
First Trust Advisors
Illinois
$837K
WWMSC
372
Wagner Wealth Management (South Carolina)
South Carolina
$833K
TF
373
Tudor Financial
Ohio
$829K
CWAG
374
Compton Wealth Advisory Group
Virginia
$824K
GCM
375
Gables Capital Management
Florida
$807K