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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
WAP
626
Wealthcare Advisory Partners
Pennsylvania
$298K
IFWM
627
Institute for Wealth Management
Colorado
$297K
SIC
628
Sigma Investment Counselors
Michigan
$297K
BHBT
629
Burke & Herbert Bank & Trust
Virginia
$297K
CP
630
Creekside Partners
California
$295K
BAAM
631
Baker Avenue Asset Management
California
$294K
CCA
632
Clearwater Capital Advisors
Illinois
$294K
HA
633
Huntleigh Advisors
Missouri
$293K
CCM
634
Condor Capital Management
New Jersey
$293K
FMWA
635
Forvis Mazars Wealth Advisors
Missouri
$292K
HIMC
636
Heritage Investors Management Corp
Maryland
$292K
BF
637
Benchmark Financial
Delaware
$292K
LWM
638
Lyell Wealth Management
California
$289K
BBHC
639
Brown Brothers Harriman & Co
New York
$286K
EFS
640
Essex Financial Services
Connecticut
$285K
RWM
641
Ritholtz Wealth Management
New York
$282K
BW
642
BIP Wealth
Georgia
$282K
III
643
Independent Investors Inc
New York
$282K
V
644
VeraBank
Texas
$282K
M
645
MOTCO
Texas
$281K
WP
646
Westmount Partners
California
$279K
CCT
647
Chemung Canal Trust
New York
$279K
GPA
648
Garrison Point Advisors
California
$279K
FNB
649
Farmers National Bank
Kentucky
$278K
WCM
650
Winthrop Capital Management
Indiana
$278K