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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
HWM
651
Horizon Wealth Management
Illinois
$277K
CB
652
CNB Bank
Pennsylvania
$275K
FCCM
653
First City Capital Management
Georgia
$275K
IIC
654
Ironwood Investment Counsel
Arizona
$274K
GMFG
655
Greater Midwest Financial Group
Minnesota
$274K
MPWS
656
McCarter Private Wealth Services
Massachusetts
$273K
FCA
657
Fortis Capital Advisors
Kansas
$273K
HNWAG
658
High Net Worth Advisory Group
Florida
$272K
VA
659
Valmark Advisers
Ohio
$271K
AGWCA
660
Annis Gardner Whiting Capital Advisors
Florida
$270K
AI
661
Accredited Investors
Minnesota
$269K
TAM
662
Townsend Asset Management
North Carolina
$269K
HP
663
Holistic Planning
Texas
$268K
SMC
664
Smith, Moore & Co
Missouri
$264K
CAG
665
Csenge Advisory Group
Florida
$261K
DWM
666
Dakota Wealth Management
Florida
$261K
SIC
667
Sterling Investment Counsel
New York
$260K
First Manhattan
668
First Manhattan
New York
$258K
FOFP
669
Fee-Only Financial Planning
South Carolina
$258K
LCM
670
Lazari Capital Management
California
$258K
TPA
671
Trivium Point Advisory
Connecticut
$256K
TCA
672
Trifecta Capital Advisors
Illinois
$256K
MI
673
Moneywise Inc
Virginia
$255K
IIL
674
Insight Inv LLC
California
$252K
TF
675
Tompkins Financial
New York
$252K