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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
EWS
551
Evergreen Wealth Solutions
Pennsylvania
$393K
NB
552
NBT Bank
New York
$392K
BFS
553
Bradley Foster & Sargent
Connecticut
$392K
GWM
554
Goldenstone Wealth Management
California
$391K
HAG
555
HighPoint Advisor Group
Illinois
$387K
SCP
556
Stevens Capital Partners
Nebraska
$387K
BCA
557
Bay Colony Advisors
Massachusetts
$385K
Koshinski Asset Management
558
Koshinski Asset Management
Illinois
$384K
IBOK
559
Independence Bank of Kentucky
Kentucky
$378K
LW
560
Linscomb Wealth
Texas
$378K
DA
561
Dover Advisors
Virginia
$377K
GBFG
562
Gerald Baker Financial Group
Texas
$376K
BCA
563
Bay Capital Advisors
Virginia
$375K
Russell Investments Group
564
Russell Investments Group
United Kingdom
$372K
JFGLC
565
Johnson Financial Group LLC (Colorado)
Colorado
$372K
AWA
566
ARQ Wealth Advisors
Arizona
$371K
CPSC
567
Carl P. Sherr & Co
Massachusetts
$369K
NG
568
Navigation Group
California
$368K
VC
569
Veracity Capital
Georgia
$367K
PWW
570
Pettyjohn Wood & White
Virginia
$367K
TWM
571
Trueblood Wealth Management
Ohio
$366K
GWS
572
Glassman Wealth Services
Virginia
$366K
DIM
573
Delta Investment Management
California
$362K
IA
574
Insight Advisors
Pennsylvania
$362K
HCP
575
Holt Capital Partners
Texas
$362K