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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
FCA
651
Fortis Capital Advisors
Kansas
$273K
HNWAG
652
High Net Worth Advisory Group
Florida
$272K
VA
653
Valmark Advisers
Ohio
$271K
AGWCA
654
Annis Gardner Whiting Capital Advisors
Florida
$270K
AI
655
Accredited Investors
Minnesota
$269K
TAM
656
Townsend Asset Management
North Carolina
$269K
HP
657
Holistic Planning
Texas
$268K
SMC
658
Smith, Moore & Co
Missouri
$264K
CAG
659
Csenge Advisory Group
Florida
$261K
DWM
660
Dakota Wealth Management
Florida
$261K
SIC
661
Sterling Investment Counsel
New York
$260K
First Manhattan
662
First Manhattan
New York
$258K
FOFP
663
Fee-Only Financial Planning
South Carolina
$258K
LCM
664
Lazari Capital Management
California
$258K
TPA
665
Trivium Point Advisory
Connecticut
$256K
TCA
666
Trifecta Capital Advisors
Illinois
$256K
MI
667
Moneywise Inc
Virginia
$255K
IIL
668
Insight Inv LLC
California
$252K
TF
669
Tompkins Financial
New York
$252K
EW
670
Elyxium Wealth
California
$250K
NL
671
NWAM LLC
Washington
$248K
PCM
672
Park Capital Management
Wisconsin
$247K
RZH
673
Relyea Zuckerberg Hanson
Connecticut
$246K
SG
674
Stanich Group
New York
$245K
SWA
675
Strategies Wealth Advisors
Michigan
$243K