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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
EW
676
Elyxium Wealth
California
$250K
NL
677
NWAM LLC
Washington
$248K
PCM
678
Park Capital Management
Wisconsin
$247K
RZH
679
Relyea Zuckerberg Hanson
Connecticut
$246K
SG
680
Stanich Group
New York
$245K
SWA
681
Strategies Wealth Advisors
Michigan
$243K
ADL
682
Asset Dedication LLC
California
$243K
DIP
683
DT Investment Partners
Pennsylvania
$241K
PIMG
684
Patriot Investment Management Group
Tennessee
$239K
CD
685
Chapin Davis
Maryland
$239K
GP
686
GLR Partners
Maryland
$238K
IPW
687
Intergy Private Wealth
Colorado
$237K
FLP
688
Financial Life Planners
Arizona
$237K
JEST
689
JTC Employer Solutions Trustee
Jersey
$237K
NIWA
690
New Insight Wealth Advisors
California
$237K
RCM
691
Radnor Capital Management
Pennsylvania
$237K
SWM
692
Shrier Wealth Management
California
$236K
CTA
693
Clear Trail Advisors
Texas
$236K
PVI
694
Pine Valley Investments
New Jersey
$235K
AssetMark Inc
695
AssetMark Inc
California
$235K
SWA
696
Sightline Wealth Advisors
Connecticut
$234K
RWM
697
Rockwood Wealth Management
Pennsylvania
$233K
AMG
698
Advisors Management Group
Wisconsin
$233K
EGA
699
Eagle Global Advisors
Texas
$231K
Legacy Financial Group (Iowa)
700
Legacy Financial Group (Iowa)
Iowa
$231K