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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
HPBT
401
Hickory Point Bank & Trust
Illinois
$723K
PMG
402
Private Management Group
California
$721K
FFN
403
Focus Financial Network
Minnesota
$719K
FHC
404
First Heartland Consultants
Missouri
$715K
OWA
405
Outlook Wealth Advisors
Texas
$712K
NHC
406
Nicholas Hoffman & Company
Georgia
$710K
MF
407
Montis Financial
Massachusetts
$707K
CG
408
Corundum Group
Colorado
$704K
KPWS
409
Kestra Private Wealth Services
Texas
$698K
PP
410
Prosperity Planning
Missouri
$695K
CL
411
Choreo LLC
Illinois
$695K
HSWM
412
Hubbell Strickland Wealth Management
Louisiana
$694K
PSF
413
Pacific Sun Financial
California
$693K
SC
414
SouthState Corp
Florida
$693K
ZCP
415
Z3 Capital Partners
Virginia
$693K
WTC
416
WhitTier Trust Company
Nevada
$686K
CFG
417
Compass Financial Group
Ohio
$685K
AF
418
Alerus Financial
North Dakota
$683K
AWM
419
AE Wealth Management
Kansas
$679K
PCH
420
PGIM Custom Harvest
New Jersey
$674K
MG
421
Mather Group
Illinois
$670K
Fayez Sarofim & Co
422
Fayez Sarofim & Co
Texas
$669K
CWM
423
Cahaba Wealth Management
Georgia
$667K
GEA
424
Glen Eagle Advisors
New Jersey
$667K
BF
425
Bonfire Financial
Colorado
$666K