IJK icon

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
Corient Private Wealth
126
Corient Private Wealth
Florida
$5.17M
IAN
127
Integrated Advisors Network
Texas
$5.03M
TW
128
TritonPoint Wealth
Maryland
$5.03M
BCM
129
Becker Capital Management
Oregon
$5.03M
M&T Bank
130
M&T Bank
New York
$5M
CFG
131
Citizens Financial Group
Rhode Island
$4.93M
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$4.91M
FBB
133
Fulton Breakefield Broenniman
Maryland
$4.88M
DWM
134
Diversify Wealth Management
Utah
$4.85M
SIA
135
Soltis Investment Advisors
Utah
$4.55M
BA
136
Brightwater Advisory
Florida
$4.49M
PCTC
137
Perkins Coie Trust Company
Washington
$4.47M
CWM
138
Circle Wealth Management
New Jersey
$4.43M
NCM
139
Neumann Capital Management
California
$4.41M
NWAG
140
Net Worth Advisory Group
Utah
$4.36M
BWM
141
BKM Wealth Management
Wisconsin
$4.34M
Citigroup
142
Citigroup
New York
$4.26M
HW
143
Hancock Whitney
Mississippi
$4.24M
JE
144
JMAC Enterprises
Pennsylvania
$4.23M
PFPG
145
Pinnacle Financial Partners (Georgia)
Georgia
$4.16M
CIAS
146
CFS Investment Advisory Services
New Jersey
$4.07M
MML Investors Services
147
MML Investors Services
Massachusetts
$4.05M
UB
148
UMB Bank
Missouri
$3.99M
Natixis Advisors
149
Natixis Advisors
Massachusetts
$3.93M
ITB
150
Idaho Trust Bank
Idaho
$3.92M