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iShares S&P Mid-Cap 400 Growth ETF

647 hedge funds and large institutions have $5.05B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 247 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-19
Holders Change %
-2.85%
% of All Funds
11.39%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.37%
New
52
Increased
147
Reduced
247
Closed
63
Calls
$2.12M
Puts
Net Calls
+$2.12M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
226
9258 Wealth Management
Ohio
$1.08M
PCA
227
Pallas Capital Advisors
Massachusetts
$1.06M +$1.06M +13,268 New
LIA
228
LBMC Investment Advisors
Tennessee
$1.06M +$67.4K +860 +7%
HCA
229
Heck Capital Advisors
Wisconsin
$1.06M +$577K +7,366 +121%
DP
230
Dearborn Partners
Illinois
$1.04M -$24.4K -312 -2%
FAIM
231
Financial Advocates Investment Management
Washington
$1.03M -$61.6K -787 -6%
CBN
232
Cadence Bank NA
Texas
$1.03M -$33.8K -431 -3%
PG
233
Patten Group
Tennessee
$1.03M
FB
234
Fulton Bank
Pennsylvania
$1.03M
CG
235
Colony Group
Massachusetts
$1.02M -$30.6K -390 -3%
CAL
236
Capital Analysts LLC
Pennsylvania
$1.02M -$9.57K -122 -0.9%
BOPW
237
Brandywine Oak Private Wealth
Pennsylvania
$1.02M
PA
238
PFG Advisors
Arizona
$1.01M
PCG
239
Private Capital Group
Connecticut
$978K -$91K -1,161 -9%
CFA
240
Carroll Financial Associates
North Carolina
$960K -$10.3K -132 -1%
CG
241
Corundum Group
Colorado
$958K +$157K +2,008 +20%
HA
242
Harborview Advisors
Maine
$957K -$29.8K -380 -3%
BSB
243
Bangor Savings Bank
Maine
$953K
BSW
244
Buckingham Strategic Wealth
Missouri
$943K -$455K -5,813 -33%
APWM
245
Atlas Private Wealth Management
New York
$941K -$6.9K -88 -0.7%
Prudential Financial
246
Prudential Financial
New Jersey
$941K +$941K +12,011 New
WTC
247
WhitTier Trust Company
Nevada
$929K
IWM
248
IHT Wealth Management
Illinois
$927K -$14.7K -188 -2%
KM
249
Kalos Management
Georgia
$923K -$1.55M -19,504 -63%
GL
250
Graypoint LLC
New York
$921K -$78 -1 -0%