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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
WB
501
WesBanco Bank
West Virginia
$475K
SAM
502
Sawgrass Asset Management
Florida
$475K
BFO
503
Biltmore Family Office
North Carolina
$470K
MPIA
504
Milestones Private Investment Advisors
New York
$468K
EI
505
EFG International
$467K
FF
506
Friday Financial
Iowa
$467K
FCP
507
Fidelis Capital Partners
Florida
$455K
KWA
508
Kingswood Wealth Advisors
California
$455K
GWM
509
Geneos Wealth Management
Colorado
$455K
MF
510
Meridian Financial
Massachusetts
$451K
KAS
511
KPP Advisory Services
Kentucky
$449K
CA
512
Crewe Advisors
Utah
$449K
VFA
513
Valeo Financial Advisors
Indiana
$448K
FFG
514
Fiduciary Financial Group
California
$447K
GWP
515
Gateway Wealth Partners
Wisconsin
$445K
TAM
516
Tocqueville Asset Management
New York
$444K
GIA
517
Gladstone Institutional Advisory
Florida
$440K
MWM
518
Mattern Wealth Management
Kansas
$438K
CCA
519
Childress Capital Advisors
Texas
$438K
B
520
Bailard
California
$435K
CWM
521
ClientFirst Wealth Management
Arkansas
$435K
CWM
522
Cordatus Wealth Management
Pennsylvania
$433K
PPW
523
Parcion Private Wealth
Washington
$426K
SC
524
Sapient Capital
Indiana
$421K
NCM
525
NCM Capital Management
New Jersey
$421K