We are live on ! Find out more
IJK icon

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
DP
101
Denver PWM
Colorado
$7.35M
GT
102
Greenleaf Trust
Michigan
$7.23M
MBTD
103
Mechanics Bank - Trust Department
California
$7.17M
IAA
104
Independent Advisor Alliance
North Carolina
$7.12M
AWA
105
Arkadios Wealth Advisors
Georgia
$7.03M
FFA
106
Farther Finance Advisors
California
$6.88M
HWM
107
HB Wealth Management
Georgia
$6.85M
GIM
108
Goelzer Investment Management
Indiana
$6.77M
IFA
109
Independence Financial Advisors
New Hampshire
$6.74M
AFP
110
Ausdal Financial Partners
Iowa
$6.72M
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$6.58M
PMWMG
112
Parr McKnight Wealth Management Group
Minnesota
$6.5M
JFA
113
JNBA Financial Advisors
Minnesota
$6.42M
CA
114
Centerpoint Advisors
Massachusetts
$6.27M
I
115
InvesTrust
Oklahoma
$6.08M
GPA
116
Guidance Point Advisors
Massachusetts
$5.99M
WIA
117
World Investment Advisors
California
$5.91M
SS
118
Sunbelt Securities
Texas
$5.84M
AMG
119
Asset Management Group
Connecticut
$5.77M
CWL
120
Causey Wealth LLC
Colorado
$5.71M
P
121
&Partners
Tennessee
$5.63M
EWA
122
EP Wealth Advisors
California
$5.52M
CCM
123
Coldstream Capital Management
Washington
$5.39M
MFG
124
Merit Financial Group
Georgia
$5.25M
NW
125
NewEdge Wealth
Pennsylvania
$5.25M