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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
PFG
451
Pinnacle Financial Group
Illinois
$604K
KFI
452
Key Financial Inc
Pennsylvania
$602K
KBFS
453
Kohmann Bosshard Financial Services
Ohio
$594K
IA
454
IFG Advisors
Missouri
$592K
IWN
455
Independent Wealth Network
Iowa
$574K
DC
456
Destiny Capital
Colorado
$571K
S
457
Sunpointe
Missouri
$565K
SJGA
458
Stephen J. Garry & Associates
New York
$559K
HH
459
Hilltop Holdings
Texas
$558K
GWA
460
Geometric Wealth Advisors
District of Columbia
$557K
CWA
461
Crusonia Wealth Advisors
Colorado
$555K
VEM
462
Vann Equity Management
Texas
$555K
RCA
463
Resonant Capital Advisors
Wisconsin
$553K
IC
464
IEQ Capital
California
$551K
PFA
465
Pure Financial Advisors
California
$549K
RMP
466
Richards, Merrill & Peterson
Washington
$544K
AFTS
467
American Financial & Tax Strategies
New York
$544K
CFS
468
CRA Financial Services
New Jersey
$544K
2WWM
469
21 West Wealth Management
California
$544K
LOWM
470
Laurel Oak Wealth Management
New Jersey
$541K
6F
471
626 Financial
Michigan
$541K
SWP
472
Sagespring Wealth Partners
Tennessee
$540K
ECM
473
Evergreen Capital Management
Washington
$540K
MCM
474
MidAtlantic Capital Management
Virginia
$536K
LWCFA
475
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$535K