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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
SCM
201
SummitPoint Capital Management
Colorado
$2.51M
GWMR
202
GC Wealth Management RIA
Massachusetts
$2.49M
UWPG
203
Ullmann Wealth Partners Group
Florida
$2.47M
FWMM
204
Foundation Wealth Management (Missouri)
Missouri
$2.47M
AWM
205
Apollon Wealth Management
South Carolina
$2.44M
TCG
206
Transcendent Capital Group
Oklahoma
$2.38M
BWP
207
Balboa Wealth Partners
Arizona
$2.37M
VW
208
Vance Wealth
California
$2.35M
WANY
209
Wealthspire Advisors (New York)
New York
$2.32M
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$2.29M
CCAM
211
Codex Capital Asset Management
Texas
$2.26M
QCM
212
Quantinno Capital Management
New York
$2.26M
CTC
213
Corundum Trust Company
South Dakota
$2.25M
AllianceBernstein
214
AllianceBernstein
Tennessee
$2.25M
TSW
215
Three Seasons Wealth
Utah
$2.24M
OA
216
Operose Advisors
Wisconsin
$2.21M
SFO
217
Stenger Family Office
Illinois
$2.21M
RWP
218
RWA Wealth Partners
Massachusetts
$2.21M
AA
219
Alesco Advisors
New York
$2.18M
GJIA
220
Glass Jacobson Investment Advisors
Maryland
$2.17M
CW
221
CreativeOne Wealth
Kansas
$2.15M
AFC
222
AFT Forsyth & Company
Florida
$2.13M
AA
223
Argent Advisors
Louisiana
$2.12M
RPGK
224
Retirement Planning Group (Kansas)
Kansas
$2.11M
Renaissance Technologies
225
Renaissance Technologies
New York
$2.09M