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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
TC
401
Tannin Capital
North Carolina
$726K
DWM
402
Daner Wealth Management
Georgia
$724K
HPBT
403
Hickory Point Bank & Trust
Illinois
$723K
PMG
404
Private Management Group
California
$721K
FFN
405
Focus Financial Network
Minnesota
$719K
FHC
406
First Heartland Consultants
Missouri
$715K
OWA
407
Outlook Wealth Advisors
Texas
$712K
NHC
408
Nicholas Hoffman & Company
Georgia
$710K
MF
409
Montis Financial
Massachusetts
$707K
CG
410
Corundum Group
Colorado
$704K
KPWS
411
Kestra Private Wealth Services
Texas
$698K
PP
412
Prosperity Planning
Missouri
$695K
CL
413
Choreo LLC
Illinois
$695K
HSWM
414
Hubbell Strickland Wealth Management
Louisiana
$694K
PSF
415
Pacific Sun Financial
California
$693K
SC
416
SouthState Corp
Florida
$693K
ZCP
417
Z3 Capital Partners
Virginia
$693K
WTC
418
WhitTier Trust Company
Nevada
$686K
CFG
419
Compass Financial Group
Ohio
$685K
AF
420
Alerus Financial
North Dakota
$683K
AWM
421
AE Wealth Management
Kansas
$679K
PCH
422
PGIM Custom Harvest
New Jersey
$674K
MG
423
Mather Group
Illinois
$670K
Fayez Sarofim & Co
424
Fayez Sarofim & Co
Texas
$669K
CWM
425
Cahaba Wealth Management
Georgia
$667K