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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
WLPWM
601
Walled Lake Planning & Wealth Management
Illinois
$330K
OPF
602
Old Peak Finance
North Carolina
$330K
CFA
603
Cahill Financial Advisors
Minnesota
$329K
PA
604
Probity Advisors
Texas
$328K
RIS
605
Richmond Investment Services
Wisconsin
$327K
CFG
606
Clayton Financial Group
Missouri
$327K
MCM
607
MV Capital Management
Maryland
$326K
MMA
608
Miracle Mile Advisors
California
$324K
WS
609
Wedbush Securities
California
$323K
MGIA
610
Matthew Goff Investment Advisor
Texas
$322K
SNBOSD
611
Security National Bank of So Dak
Iowa
$322K
CWM
612
Connecticut Wealth Management
Connecticut
$320K
FTC
613
Farmers Trust Company
Ohio
$319K
RBFC
614
Roman Butler Fullerton & Co
Missouri
$318K
SB
615
Strategic Blueprint
Georgia
$317K
EPM
616
Elm Partners Management
Pennsylvania
$313K
BCM
617
Buckhead Capital Management
Georgia
$307K
SEIA
618
Signature Estate & Investment Advisors
California
$305K
AWA
619
Amplius Wealth Advisors
Pennsylvania
$305K
SFG
620
Sage Financial Group
Pennsylvania
$304K
BC
621
BDFS Capital
Delaware
$301K
WHG
622
Westwood Holdings Group
Texas
$301K
OFS
623
Opus Financial Solutions
Illinois
$300K
KF
624
Krilogy Financial
Missouri
$299K
EA
625
Eclectic Associates
California
$299K