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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
GT
101
Greenleaf Trust
Michigan
$7.23M
MBTD
102
Mechanics Bank - Trust Department
California
$7.17M
IAA
103
Independent Advisor Alliance
North Carolina
$7.12M
AWA
104
Arkadios Wealth Advisors
Georgia
$7.03M
FFA
105
Farther Finance Advisors
California
$6.88M
HWM
106
HB Wealth Management
Georgia
$6.85M
GIM
107
Goelzer Investment Management
Indiana
$6.77M
IFA
108
Independence Financial Advisors
New Hampshire
$6.74M
AFP
109
Ausdal Financial Partners
Iowa
$6.72M
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$6.58M
PMWMG
111
Parr McKnight Wealth Management Group
Minnesota
$6.5M
JFA
112
JNBA Financial Advisors
Minnesota
$6.42M
CA
113
Centerpoint Advisors
Massachusetts
$6.27M
I
114
InvesTrust
Oklahoma
$6.08M
GPA
115
Guidance Point Advisors
Massachusetts
$5.99M
WIA
116
World Investment Advisors
California
$5.91M
SS
117
Sunbelt Securities
Texas
$5.84M
AMG
118
Asset Management Group
Connecticut
$5.77M
CWL
119
Causey Wealth LLC
Colorado
$5.71M
P
120
&Partners
Tennessee
$5.63M
EWA
121
EP Wealth Advisors
California
$5.52M
CCM
122
Coldstream Capital Management
Washington
$5.39M
MFG
123
Merit Financial Group
Georgia
$5.25M
NW
124
NewEdge Wealth
Pennsylvania
$5.25M
BM
125
Berman McAleer
Maryland
$5.17M