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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
HFS
901
Hughes Financial Services
Virginia
$9.46K
GGI
902
Godsey & Gibb Inc
Virginia
$8.59K
BH
903
Burk Holdings
Oklahoma
$8.05K
SFG
904
Strive Financial Group
Indiana
$8K
PWA
905
Provenance Wealth Advisors
Florida
$7.61K
TTIC
906
Tower Trust & Investment Company
Iowa
$7.55K
EWM
907
EPG Wealth Management
Georgia
$7.25K
SC
908
Sawyer & Company
Massachusetts
$7.14K
GG
909
Gleason Group
Kentucky
$7.12K
POIA
910
Pin Oak Investment Advisors
Texas
$7K
CFD
911
Creative Financial Designs
Indiana
$6.5K
B
912
Bayban
Minnesota
$5.63K
SN
913
Sittner & Nelson
Oregon
$4.83K
SWIM
914
Smallwood Wealth Investment Management
New Jersey
$4.83K
IF
915
Integrity Financial
Wyoming
$4.33K
PNC
916
Park National Corp
Ohio
$4.23K
VDBMI
917
Van Den Berg Management I
Texas
$4.13K
AW
918
Avion Wealth
Texas
$4K
GSWM
919
Golden State Wealth Management
California
$3.62K
HR
920
Howe & Rusling
New York
$3.11K
TWIM
921
TIAA Wealth Investment Management
New York
$3.01K
MBFW
922
Morton Brown Family Wealth
Pennsylvania
$1.61K
RF
923
Rossby Financial
Florida
$1.12K
IRC
924
Investors Research Corp
Georgia
$1.01K
PWA
925
Physician Wealth Advisors
Utah
$915