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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
WIA
World Investment Advisors
California
+$27.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$10M
3
Lido Advisors
Lido Advisors
California
+$9.93M
4
OMC
Old Mission Capital
Illinois
+$6.08M
5
CS
Comerica Securities
Michigan
+$5.06M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52.1M
2
CDIA
Capital Directions Investment Advisors
Georgia
-$27.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$23.2M
4
PFG
Piershale Financial Group
Illinois
-$22.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPIC
276
LeJeune Puetz Investment Counsel
Michigan
$763K – – –
CWAG
277
Compton Wealth Advisory Group
Virginia
$761K – – –
IA
278
IFP Advisors
Florida
$750K -$3.21M -40,881 -81%
AL
279
ACAS LLC
California
$738K +$738K +9,422 New
CHC
280
City Holding Co
West Virginia
$717K +$66.6K +850 +10%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$713K +$31.1K +397 +5%
WFM
282
Wolff Financial Management
Michigan
$701K – – –
FEM
283
Fulcrum Equity Management
Texas
$696K -$18K -229 -3%
CJA
284
C-J Advisory
California
$689K +$548 +7 +0.1%
B
285
Bailard
California
$678K -$97.9K -1,250 -13%
FTUS
286
Flow Traders U.S.
New York
$674K +$236K +3,014 +54%
TI
287
Truepoint Inc
Ohio
$668K -$1.8K -23 -0.3%
OC
288
Oakworth Capital
Alabama
$663K -$13K -166 -2%
AC
289
Alexandria Capital
Virginia
$662K – – –
LPT
290
Legacy Private Trust
Wisconsin
$649K -$6.9K -88 -1%
ONB
291
Old National Bancorp
Indiana
$646K -$62.2K -793 -9%
PWM
292
Perigon Wealth Management
California
$640K +$154K +1,961 +32%
MFW
293
Meristem Family Wealth
Minnesota
$635K – – –
PPA
294
Parametric Portfolio Associates
Washington
$634K +$134K +1,716 +27%
GIA
295
Gladstone Institutional Advisory
Florida
$630K +$18K +229 +3%
DBT
296
Dubuque Bank & Trust
Iowa
$629K -$60.3K -770 -9%
JIC
297
Johnson Investment Counsel
Ohio
$628K -$173K -2,204 -22%
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$628K – – –
IA
299
Insight Advisors
Pennsylvania
$621K -$48.2K -592 -7%
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$621K +$35.4K +452 +6%
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