Funds holding iShares S&P Mid-Cap 400 Growth ETF
5 funds declare a position · 1 ETFs and 4 other funds · 1.8M $ · US4642876068
Other lines from the same issuer : iShares Russell 2000 ETF (US4642876555), iShares Trust (US4642885135), iShares Trust (US4642875987), iShares Trust (US46436E7186), iShares Broad USD High Yield Corporate Bond ETF (US46435U8532), iShares Core S&P Mid-Cap ETF (US4642875078), iShares MSCI USA Min Vol Factor ETF (US46429B6974), iShares Trust (US4642876225), iShares Core S&P Small-Cap ETF (US4642878049), iShares MBS ETF (US4642885887)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 8,729 | 878.3K $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 2 | NAA MID GROWTH FUND New Age Alpha Funds Trust | 4,232 | 425.8K $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 3 | TFA AlphaGen Growth Fund Tactical Investment Series Trust | 3,982 | 400.7K $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 4 | Tactical Growth Allocation Fund Tactical Investment Series Trust | 840 | 84.5K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 5 | AB US Equity ETF AB Active ETFs, Inc. | 276 | 29.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
Institutional managers
924 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 7,789,591 | 783.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 5,868,364 | 590.5M $ | as of Mar 31, 2026 |
| FMR LLC | 4,600,564 | 462.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 3,612,759 | 363.5M $ | as of Mar 31, 2026 |
| SHERMAN PORFOLIOS, LLC | 2,256,315 | 227M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,162,666 | 217.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,086,484 | 209.9M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,961,451 | 197.4M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,934,048 | 194.6M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,478,069 | 148.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,433,081 | 144.2M $ | as of Mar 31, 2026 |
| Financial Engines Advisors L.L.C. | 1,231,346 | 123.9M $ | as of Mar 31, 2026 |
| D.A. DAVIDSON & CO. | 1,226,067 | 123.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,124,475 | 113.1M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,110,021 | 111.7M $ | as of Mar 31, 2026 |
| USA FINANCIAL FORMULAS | 1,041,989 | 104.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 949,569 | 95.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 945,865 | 95.2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 903,223 | 87.8M $ | as of Mar 31, 2026 |
| MAI Capital Management | 722,750 | 72.7M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 591,381 | 59.5M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 574,619 | 56.8M $ | as of Mar 31, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | 558,716 | 56.2M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 551,904 | 55.5M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 538,870 | 54.2M $ | as of Mar 31, 2026 |