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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
CWAG
376
Compton Wealth Advisory Group
Virginia
$824K
GCM
377
Gables Capital Management
Florida
$807K
IA
378
IFP Advisors
Florida
$806K
AI
379
Atria Investments
North Carolina
$801K
MBT
380
Montecito Bank & Trust
California
$799K
BIM
381
Bridges Investment Management
Nebraska
$798K
DTC
382
Davidson Trust Company
Washington
$796K
MWM
383
Modera Wealth Management
New Jersey
$794K
CGA
384
Crescent Grove Advisors
Illinois
$791K
BlackRock
385
BlackRock
New York
$791K
DCA
386
DSG Capital Advisors
Minnesota
$790K
GT
387
Glenview Trust
Kentucky
$783K
RA
388
RFG Advisory
Alabama
$777K
TTWM
389
TCV Trust & Wealth Management
Virginia
$774K
PWA
390
Peterson Wealth Advisors
Utah
$769K
PWM
391
Perigon Wealth Management
California
$763K
AIM
392
Allen Investment Management
New York
$760K
TBT
393
Texas Bank & Trust
Texas
$759K
RSA
394
River Street Advisors
Illinois
$750K
Kayne Anderson Rudnick Investment Management
395
Kayne Anderson Rudnick Investment Management
California
$750K
PA
396
PFG Advisors
Arizona
$747K
EW
397
Evoke Wealth
California
$745K
PMG
398
ProVise Management Group
Florida
$737K
CPRPA
399
Cerity Partners Retirement Plan Advisors
New York
$733K
AC
400
AWM Capital
Arizona
$727K