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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
BM
126
Berman McAleer
Maryland
$5.17M
Corient Private Wealth
127
Corient Private Wealth
Florida
$5.17M
IAN
128
Integrated Advisors Network
Texas
$5.03M
TW
129
TritonPoint Wealth
Maryland
$5.03M
BCM
130
Becker Capital Management
Oregon
$5.03M
M&T Bank
131
M&T Bank
New York
$5M
CFG
132
Citizens Financial Group
Rhode Island
$4.93M
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$4.91M
FBB
134
Fulton Breakefield Broenniman
Maryland
$4.88M
DWM
135
Diversify Wealth Management
Utah
$4.85M
SIA
136
Soltis Investment Advisors
Utah
$4.55M
BA
137
Brightwater Advisory
Florida
$4.49M
PCTC
138
Perkins Coie Trust Company
Washington
$4.47M
CWM
139
Circle Wealth Management
New Jersey
$4.43M
NCM
140
Neumann Capital Management
California
$4.41M
NWAG
141
Net Worth Advisory Group
Utah
$4.36M
BWM
142
BKM Wealth Management
Wisconsin
$4.34M
Citigroup
143
Citigroup
New York
$4.26M
HW
144
Hancock Whitney
Mississippi
$4.24M
JE
145
JMAC Enterprises
Pennsylvania
$4.23M
PFPG
146
Pinnacle Financial Partners (Georgia)
Georgia
$4.16M
CIAS
147
CFS Investment Advisory Services
New Jersey
$4.07M
MML Investors Services
148
MML Investors Services
Massachusetts
$4.05M
UB
149
UMB Bank
Missouri
$3.99M
Natixis Advisors
150
Natixis Advisors
Massachusetts
$3.93M