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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
HCM
51
Hudson Capital Management
New Jersey
$20.7M
Creative Planning
52
Creative Planning
Kansas
$20.6M
AUB
53
Atlantic Union Bankshares
Virginia
$19.6M
ATC
54
Argent Trust Co
Tennessee
$19.4M
Stifel Financial
55
Stifel Financial
Missouri
$19.1M
SFP
56
Sterling Financial Planning
New Jersey
$18.7M
IWA
57
Inspirion Wealth Advisors
Illinois
$18.4M
KAS
58
Kestra Advisory Services
Texas
$18.1M
AAP
59
Arax Advisory Partners
Colorado
$17.9M
SL
60
Salomon & Ludwin
Virginia
$17.8M
CFB
61
Cullen/Frost Bankers
Texas
$16.6M
Osaic Holdings
62
Osaic Holdings
Arizona
$16.4M
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$16.2M
TYCC
64
Texas Yale Capital Corp
Florida
$16M
IWC
65
Integrated Wealth Concepts
Massachusetts
$15.8M
1IA
66
1834 Investment Advisors
Wisconsin
$15.3M
CA
67
CoreCap Advisors
Michigan
$14.7M
WA
68
Waverly Advisors
Alabama
$14.7M
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$14.3M
IFS
70
Ifrah Financial Services
Arkansas
$14.2M
GIA
71
GHP Investment Advisors
Colorado
$14.1M
MGIA
72
Moneta Group Investment Advisors
Missouri
$13.3M
CF
73
Centaurus Financial
California
$12.3M
FMC
74
First Merchants Corp
Indiana
$12.2M
PNFS
75
PW Nova Financial Services
Pennsylvania
$12M