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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
DIP
676
DT Investment Partners
Pennsylvania
$241K
PIMG
677
Patriot Investment Management Group
Tennessee
$239K
CD
678
Chapin Davis
Maryland
$239K
GP
679
GLR Partners
Maryland
$238K
IPW
680
Intergy Private Wealth
Colorado
$237K
FLP
681
Financial Life Planners
Arizona
$237K
JEST
682
JTC Employer Solutions Trustee
Jersey
$237K
NIWA
683
New Insight Wealth Advisors
California
$237K
RCM
684
Radnor Capital Management
Pennsylvania
$237K
SWM
685
Shrier Wealth Management
California
$236K
CTA
686
Clear Trail Advisors
Texas
$236K
AssetMark Inc
687
AssetMark Inc
California
$235K
SWA
688
Sightline Wealth Advisors
Connecticut
$234K
RWM
689
Rockwood Wealth Management
Pennsylvania
$233K
AMG
690
Advisors Management Group
Wisconsin
$233K
EGA
691
Eagle Global Advisors
Texas
$231K
Legacy Financial Group (Iowa)
692
Legacy Financial Group (Iowa)
Iowa
$231K
LWM
693
Liberty Wealth Management
California
$231K
FIB
694
First Interstate Bank
Montana
$230K
LG
695
LaFleur & Godfrey
Michigan
$230K
WWM
696
Wolff Wiese Magana
California
$230K
NP
697
Nilsine Partners
Colorado
$230K
BCI
698
Brinker Capital Investments
Pennsylvania
$229K
SAS
699
Stelac Advisory Services
New York
$226K
GBWM
700
Granite Bay Wealth Management
New Hampshire
$226K