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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
HCM
776
Horrell Capital Management
Arkansas
$123K
KTC
777
Kentucky Trust Company
Kentucky
$123K
CPA
778
Cardiff Park Advisors
California
$121K
SWP
779
Strategic Wealth Partners
Ohio
$118K
MA
780
Montag & Associates
Georgia
$118K
SIC
781
Salem Investment Counselors
North Carolina
$117K
SWP
782
SIMA Wealth Partners
Virginia
$114K
FCMT
783
Founders Capital Management (Texas)
Texas
$113K
MSG
784
Main Street Group
Virginia
$111K
DF
785
Dunhill Financial
United Kingdom
$109K
WAG
786
Windsor Advisory Group
Ohio
$108K
TBFA
787
Three Bearings Fiduciary Advisors
New Hampshire
$108K
OCWP
788
Owl Creek Wealth Partners
Colorado
$108K
DFA
789
DHJJ Financial Advisors
Illinois
$107K
RFA
790
Register Financial Advisors
Georgia
$106K
EPW
791
Evergreen Private Wealth
Colorado
$104K
PIS
792
POM Investment Strategies
North Carolina
$99.7K
LCA
793
Legend Capital Advisors
New York
$94.6K
ACA
794
Aptus Capital Advisors
Alabama
$91.6K
ST
795
Smithfield Trust
Pennsylvania
$91K
MCM
796
Mill Capital Management
North Carolina
$90.6K
ETS
797
ESL Trust Services
New York
$90.4K
RWM
798
Rialto Wealth Management
New York
$88.5K
FFA
799
Founders Financial Alliance
North Carolina
$87.7K
MEG
800
Millstone Evans Group
Colorado
$83.2K