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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
SWM
176
Segment Wealth Management
Texas
$3.19M
TRCT
177
Tower Research Capital (TRC)
New York
$3.15M
MM
178
Main Management
California
$3.13M
UBV
179
United Bank (Virginia)
Virginia
$3.13M
SG
180
Somerset Group
Minnesota
$3.08M
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
$3.08M
DBIA
182
Dumont & Blake Investment Advisors
New Jersey
$3.07M
MB
183
MidFirst Bank
Oklahoma
$3.02M
OC
184
Oppenheimer & Co
New York
$3.01M
SWGC
185
Summit Wealth Group (Colorado)
Colorado
$2.95M
SPC
186
Sigma Planning Corp
Michigan
$2.92M
AQR Capital Management
187
AQR Capital Management
Connecticut
$2.92M
HFW
188
Horizon Family Wealth
Illinois
$2.86M
FGWP
189
Founders Grove Wealth Partners
Virginia
$2.84M
SCM
190
Stordahl Capital Management
Colorado
$2.77M
ASN
191
Advisory Services Network
Georgia
$2.74M
PAG
192
Private Advisory Group
Washington
$2.67M
CIA
193
Concurrent Investment Advisors
Florida
$2.66M
ABWM
194
Alpine Bank Wealth Management
Colorado
$2.65M
PFG
195
Pacific Financial Group
Washington
$2.6M
SWM
196
Spire Wealth Management
Virginia
$2.56M
HI
197
Harbour Investments
Wisconsin
$2.55M
PWP
198
Perfromance Wealth Partners
Illinois
$2.55M
CI
199
CX Institutional
Indiana
$2.54M
SCM
200
SummitPoint Capital Management
Colorado
$2.51M