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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
PAW
726
Plan A Wealth
Nebraska
$210K
SOS
727
Silver Oak Securities
Tennessee
$209K
ACM
728
Advisors Capital Management
New Jersey
$209K
PWM
729
Parkshore Wealth Management
California
$209K
NRI
730
NFP Retirement Inc
California
$209K
CFA
731
CWS Financial Advisors
Michigan
$208K
ACIM
732
Azimuth Capital Investment Management
Michigan
$204K
LAM
733
Lewis Asset Management
California
$203K
NP
734
NorthRock Partners
Minnesota
$200K
AA
735
Aufman Associates
Pennsylvania
$200K
SNB
736
Security National Bank
Nebraska
$196K
NWMP
737
Noble Wealth Management PBC
Colorado
$186K
VNA
738
Valley National Advisers
Pennsylvania
$185K
FDCDDQ
739
Federation des caisses Desjardins du Quebec
Quebec, Canada
$183K
CFO
740
CVA Family Office
Colorado
$182K
HPC
741
HM Payson & Co
Maine
$172K
PB
742
Prosperity Bancshares
Texas
$160K
VAI
743
Vanguard Advisers Inc
Pennsylvania
$158K
PB
744
Pinnacle Bancorp
Nebraska
$157K
FP
745
Financial Perspectives
Minnesota
$157K
CT
746
Clearstead Trust
Maine
$157K
MHR
747
Matthew Hamilton Rosenberg
$156K
TCOT
748
Trust Company of Toledo
Ohio
$153K
DSC
749
Duncker Streett & Co
Missouri
$151K
PIP
750
Peachtree Investment Partners
Florida
$151K