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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 %
GCM
251
Gables Capital Management
Florida
$918K
PCMC
252
Private Capital Management (Colorado)
Colorado
$917K -$74.4K -950 -8%
TF
253
TIAA FSB
Florida
$905K +$12.7K +162 +1%
APA
254
American Portfolios Advisors
New York
$898K -$2.6M -33,168 -74%
TCWA
255
Ten Capital Wealth Advisors
Washington
$887K -$67.1K -857 -7%
KWM
256
Kingsview Wealth Management
Oregon
$887K +$79.9K +1,002 +10%
MWM
257
Marietta Wealth Management
Georgia
$879K
HSWM
258
Hubbell Strickland Wealth Management
Louisiana
$878K +$5.56K +71 +0.6%
UR
259
USCA RIA
Texas
$870K +$394K +5,028 +83%
CGA
260
Crescent Grove Advisors
Illinois
$869K +$203K +2,591 +30%
LWANC
261
Laurel Wealth Advisors (North Carolina)
North Carolina
$862K +$235 +3 +0%
MBT
262
Montecito Bank & Trust
California
$859K -$37.6K -480 -4%
Cerity Partners
263
Cerity Partners
New York
$858K -$30.8K -393 -3%
LWA
264
LWS Wealth Advisors
New Jersey
$856K -$470K -5,997 -35%
BWA
265
BDO Wealth Advisors
Florida
$843K -$312K -3,982 -27%
MIC
266
Meridian Investment Counsel
California
$834K
OWA
267
Octavia Wealth Advisors
Ohio
$801K -$64.2K -819 -7%
HCA
268
Harbour Capital Advisors
Virginia
$798K
SC
269
SouthState Corp
Florida
$796K -$14.3K -182 -2%
CFGS
270
Concourse Financial Group Securities
Alabama
$784K -$90.6K -1,156 -10%
BP
271
Ballentine Partners
Massachusetts
$782K
RC
272
RegentAtlantic Capital
New Jersey
$773K
GEA
273
Glen Eagle Advisors
New Jersey
$768K +$59.3K +757 +8%
NFG
274
Nations Financial Group
Iowa
$766K -$52.7K -672 -6%
GWM
275
Geneos Wealth Management
Colorado
$765K +$1.38K +17 +0.2%