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iShares S&P Mid-Cap 400 Growth ETF

919 hedge funds and large institutions have $7.13B invested in iShares S&P Mid-Cap 400 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 241 increasing their positions, 284 reducing their positions, and 48 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: $ → $

3.57% more ownership

Funds ownership: 70.08%73.65% (+3.6%)

1% more funds holding

Funds holding: 913919 (+6)

15% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 284

Holders
919
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
BAAM
626
Baker Avenue Asset Management
California
$294K
CCA
627
Clearwater Capital Advisors
Illinois
$294K
HA
628
Huntleigh Advisors
Missouri
$293K
CCM
629
Condor Capital Management
New Jersey
$293K
HIMC
630
Heritage Investors Management Corp
Maryland
$292K
FMWA
631
Forvis Mazars Wealth Advisors
Missouri
$292K
BF
632
Benchmark Financial
Delaware
$292K
LWM
633
Lyell Wealth Management
California
$289K
BBHC
634
Brown Brothers Harriman & Co
New York
$286K
EFS
635
Essex Financial Services
Connecticut
$285K
RWM
636
Ritholtz Wealth Management
New York
$282K
BW
637
BIP Wealth
Georgia
$282K
III
638
Independent Investors Inc
New York
$282K
V
639
VeraBank
Texas
$282K
M
640
MOTCO
Texas
$281K
WP
641
Westmount Partners
California
$279K
CCT
642
Chemung Canal Trust
New York
$279K
GPA
643
Garrison Point Advisors
California
$279K
WCM
644
Winthrop Capital Management
Indiana
$278K
HWM
645
Horizon Wealth Management
Illinois
$277K
CB
646
CNB Bank
Pennsylvania
$275K
FCCM
647
First City Capital Management
Georgia
$275K
IIC
648
Ironwood Investment Counsel
Arizona
$274K
GMFG
649
Greater Midwest Financial Group
Minnesota
$274K
MPWS
650
McCarter Private Wealth Services
Massachusetts
$273K