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iShares S&P Mid-Cap 400 Growth ETF

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
Net Calls
+$5.15M
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
251
Brandywine Oak Private Wealth
Pennsylvania
$938K
GT
252
Glenmede Trust
Pennsylvania
$931K +$8.65K +120 +0.9%
PA
253
PFG Advisors
Arizona
$929K -$22K -304 -2%
LIA
254
LBMC Investment Advisors
Tennessee
$915K +$361 +5 +0%
PCMC
255
Private Capital Management (Colorado)
Colorado
$913K -$9.52K -132 -1%
HA
256
Harborview Advisors
Maine
$909K -$49K -678 -5%
CFA
257
Carroll Financial Associates
North Carolina
$894K -$29K -401 -3%
TCWA
258
Ten Capital Wealth Advisors
Washington
$880K -$1.16K -16 -0.1%
BSB
259
Bangor Savings Bank
Maine
$877K
APWM
260
Atlas Private Wealth Management
New York
$874K -$49.6K -686 -5%
IWM
261
IHT Wealth Management
Illinois
$868K -$3.54K -49 -0.4%
WTC
262
WhitTier Trust Company
Nevada
$857K -$347K -4,800 -29%
CWM
263
Connecticut Wealth Management
Connecticut
$855K +$555K +6,825 +185%
GL
264
Graypoint LLC
New York
$849K -$117K -1,620 -12%
GCM
265
Gables Capital Management
Florida
$846K
MBT
266
Montecito Bank & Trust
California
$826K -$17.3K -240 -2%
SIA
267
Soltis Investment Advisors
Utah
$826K +$93K +1,288 +13%
TF
268
TIAA FSB
Florida
$822K +$822K +11,386 New
Cerity Partners
269
Cerity Partners
New York
$819K -$8.59K -119 -1%
MWM
270
Marietta Wealth Management
Georgia
$810K
CFGS
271
Concourse Financial Group Securities
Alabama
$806K -$64.6K -894 -7%
HSWM
272
Hubbell Strickland Wealth Management
Louisiana
$804K +$42.2K +584 +6%
CA
273
Cetera Advisors
Colorado
$800K +$29.3K +405 +4%
OWA
274
Octavia Wealth Advisors
Ohio
$798K +$798K +11,044 New
LWANC
275
Laurel Wealth Advisors (North Carolina)
North Carolina
$794K +$506 +7 +0.1%