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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
HNW
826
High Note Wealth
Minnesota
$45.5K
AIA
827
Armor Investment Advisors
North Carolina
$44.3K
SFCL
828
Strengthening Families & Communities LLC
Massachusetts
$43.5K
CICI
829
Capital Investment Counsel Inc
North Carolina
$41.3K
IAS
830
IMA Advisory Services
Colorado
$41.1K
HDIM
831
Hanson & Doremus Investment Management
Vermont
$40K
QWM
832
Quaker Wealth Management
New Jersey
$38.8K
CFP
833
Comprehensive Financial Planning
Pennsylvania
$38.3K
TFA
834
Toth Financial Advisory
Virginia
$38.1K
SWM
835
SHP Wealth Management
Massachusetts
$37.2K
PCM
836
Palouse Capital Management
Washington
$37K
BMC
837
Bear Mountain Capital
Washington
$37K
RPC
838
Rossmore Private Capital
Connecticut
$36.8K
AP
839
Atwood & Palmer
Missouri
$36.7K
CB
840
Centennial Bank
Arkansas
$35.2K
AWM
841
Abound Wealth Management
Tennessee
$34.1K
AF
842
Align Financial
Minnesota
$33.8K
FPB
843
First PREMIER Bank
South Dakota
$30K
AWM
844
Angeles Wealth Management
California
$29.8K
SG
845
Sankala Group
Colorado
$29.7K
NRG
846
Nemes Rush Group
Michigan
$29.5K
EWM
847
Evermay Wealth Management
Virginia
$29.5K
WIM
848
Westside Investment Management
California
$29K
SFC
849
SYM Financial Corp
Indiana
$28.3K
GWANC
850
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.3K