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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
CFD
901
Creative Financial Designs
Indiana
$6.5K
B
902
Bayban
Minnesota
$5.63K
SN
903
Sittner & Nelson
Oregon
$4.83K
SWIM
904
Smallwood Wealth Investment Management
New Jersey
$4.83K
IF
905
Integrity Financial
Wyoming
$4.33K
PNC
906
Park National Corp
Ohio
$4.23K
VDBMI
907
Van Den Berg Management I
Texas
$4.13K
AW
908
Avion Wealth
Texas
$4K
GSWM
909
Golden State Wealth Management
California
$3.62K
HR
910
Howe & Rusling
New York
$3.11K
TWIM
911
TIAA Wealth Investment Management
New York
$3.01K
MBFW
912
Morton Brown Family Wealth
Pennsylvania
$1.61K
RF
913
Rossby Financial
Florida
$1.12K
IRC
914
Investors Research Corp
Georgia
$1.01K
PWA
915
Physician Wealth Advisors
Utah
$915
OHWP
916
Oak Harbor Wealth Partners
North Carolina
$805
LWMI
917
Legacy Wealth Management (Idaho)
Idaho
$403
NA
918
Networth Advisors
Pennsylvania
$101
RCM
919
Raleigh Capital Management
North Carolina
$97
KB
920
Kimelman & Baird
New York
$31
TI
921
Tidal Investments
Wisconsin
SCM
922
SOL Capital Management
Maryland
NA
923
NewEdge Advisors
Louisiana
JWCA
924
J.W. Cole Advisors
Florida
OCM
925
Orleans Capital Management
Louisiana