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iShares S&P Mid-Cap 400 Growth ETF

644 hedge funds and large institutions have $5.18B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 210 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-10
Holders Change %
-1.53%
% of All Funds
11.31%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
44
Increased
164
Reduced
210
Closed
44
Calls
$4.7M
Puts
$5K
Net Calls
+$4.69M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
251
Marietta Wealth Management
Georgia
$889K
BCM
252
Brookstone Capital Management
Illinois
$884K -$59.7K -741 -6%
GCM
253
Gables Capital Management
Florida
$882K -$45K -568 -5%
IWM
254
IHT Wealth Management
Illinois
$879K -$58.1K -733 -6%
USCWA
255
U.S. Capital Wealth Advisors
Texas
$874K +$874K +11,032 New
CGA
256
Crescent Grove Advisors
Illinois
$873K -$5.15K -65 -0.6%
LWANC
257
Laurel Wealth Advisors (North Carolina)
North Carolina
$871K -$31.7K -400 -4%
AWA
258
Arkadios Wealth Advisors
Georgia
$862K +$475 +6 +0.1%
MBT
259
Montecito Bank & Trust
California
$860K -$7.92K -100 -0.9%
CC
260
Codex Capital
New York
$853K
CPIG
261
Chicago Partners Investment Group
Illinois
$849K +$194K +2,234 +30%
MIC
262
Meridian Investment Counsel
California
$843K
AL
263
ACAS LLC
California
$826K +$21K +265 +3%
MFW
264
Meristem Family Wealth
Minnesota
$824K +$182K +2,303 +28%
BWA
265
BDO Wealth Advisors
Florida
$823K -$27.6K -348 -3%
AC
266
AWM Capital
Arizona
$821K +$821K +9,448 New
CFGS
267
Concourse Financial Group Securities
Alabama
$815K -$14.9K -188 -2%
HCA
268
Harbour Capital Advisors
Virginia
$806K
SF
269
Synovus Financial
Georgia
$795K +$237 +3 +0%
BP
270
Ballentine Partners
Massachusetts
$790K
GEA
271
Glen Eagle Advisors
New Jersey
$785K
RC
272
RegentAtlantic Capital
New Jersey
$781K
CWAG
273
Compton Wealth Advisory Group
Virginia
$762K -$7.21K -91 -0.9%
CHC
274
City Holding Co
West Virginia
$744K -$3.96K -50 -0.5%
KP
275
Keel Point
Alabama
$741K +$310K +3,914 +72%