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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
IA
376
IFP Advisors
Florida
$806K
AI
377
Atria Investments
North Carolina
$801K
MBT
378
Montecito Bank & Trust
California
$799K
BIM
379
Bridges Investment Management
Nebraska
$798K
DTC
380
Davidson Trust Company
Washington
$796K
MWM
381
Modera Wealth Management
New Jersey
$794K
CGA
382
Crescent Grove Advisors
Illinois
$791K
BlackRock
383
BlackRock
New York
$791K
DCA
384
DSG Capital Advisors
Minnesota
$790K
GT
385
Glenview Trust
Kentucky
$783K
RA
386
RFG Advisory
Alabama
$777K
TTWM
387
TCV Trust & Wealth Management
Virginia
$774K
PWA
388
Peterson Wealth Advisors
Utah
$769K
PWM
389
Perigon Wealth Management
California
$763K
AIM
390
Allen Investment Management
New York
$760K
TBT
391
Texas Bank & Trust
Texas
$759K
RSA
392
River Street Advisors
Illinois
$750K
Kayne Anderson Rudnick Investment Management
393
Kayne Anderson Rudnick Investment Management
California
$750K
PA
394
PFG Advisors
Arizona
$747K
EW
395
Evoke Wealth
California
$745K
PMG
396
ProVise Management Group
Florida
$737K
CPRPA
397
Cerity Partners Retirement Plan Advisors
New York
$733K
AC
398
AWM Capital
Arizona
$727K
TC
399
Tannin Capital
North Carolina
$726K
DWM
400
Daner Wealth Management
Georgia
$724K