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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
GEA
426
Glen Eagle Advisors
New Jersey
$667K
BF
427
Bonfire Financial
Colorado
$666K
OWA
428
Octavia Wealth Advisors
Ohio
$665K
UCFA
429
United Capital Financial Advisors
Texas
$663K
PAS
430
Park Avenue Securities
New York
$659K
JIC
431
Johnson Investment Counsel
Ohio
$649K
SHWM
432
Smith & Howard Wealth Management
Georgia
$648K
WTB
433
Washington Trust Bank
Washington
$641K
LPT
434
Legacy Private Trust
Wisconsin
$641K
KP
435
Keel Point
Alabama
$641K
LFAS
436
Level Four Advisory Services
Texas
$641K
MCA
437
MSH Capital Advisors
Arizona
$638K
SWMP
438
Signature Wealth Management Partners
New Jersey
$634K
LA
439
LexAurum Advisors
Kansas
$630K
PAM
440
Palisade Asset Management
Minnesota
$630K
CWS
441
Confluence Wealth Services
Pennsylvania
$629K
PCA
442
Prosperity Capital Advisors
Ohio
$625K
AGC
443
August Group Capital
$621K
GPA
444
Guerra Pan Advisors
New Jersey
$620K
PPC
445
Park Place Capital
Alabama
$620K
WPW
446
Waldron Private Wealth
Pennsylvania
$617K
MAWCM
447
Mine & Arao Wealth Creation & Management
California
$617K
MWM
448
Mission Wealth Management
California
$614K
GA
449
Greenspring Advisors
Maryland
$608K
IAS
450
Insigneo Advisory Services
Florida
$607K