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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
TSWM
151
Triangle Securities Wealth Management
North Carolina
$3.9M
TRIA
152
Trail Ridge Investment Advisors
Colorado
$3.88M
LKWM
153
Lee-Kelleher Wealth Management
Maryland
$3.87M
FTWA
154
Fifth Third Wealth Advisors
Ohio
$3.87M
AB
155
ANB Bank
Colorado
$3.86M
CWM
156
Cranbrook Wealth Management
Michigan
$3.86M
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$3.85M
MWM
158
Maltin Wealth Management
New Jersey
$3.82M
TIAAOA
159
Teachers Insurance & Annuity Association of America
New York
$3.73M
WAM
160
Weinberger Asset Management
California
$3.67M
LC
161
LTG Capital
Massachusetts
$3.66M
CA
162
Clearstead Advisors
Ohio
$3.63M
WMWM
163
Whitaker-Myers Wealth Managers
Ohio
$3.56M
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$3.53M
BWP
165
BlueStem Wealth Partners
Minnesota
$3.48M
MCM
166
M1 Capital Management
Michigan
$3.44M
IF
167
Ironwood Financial
Arizona
$3.41M
MT
168
Midwest Trust
Kansas
$3.41M
FTS
169
Fifth Third Securities
Ohio
$3.39M
BPA
170
Beacon Pointe Advisors
California
$3.33M
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$3.32M
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$3.29M
William Blair & Company
173
William Blair & Company
Illinois
$3.26M
CB
174
Commerce Bank
Missouri
$3.23M
FHB
175
First Hawaiian Bank
Hawaii
$3.22M