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iShares S&P Mid-Cap 400 Growth ETF

654 hedge funds and large institutions have $5.29B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 230 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+7
Holders Change %
+1.08%
% of All Funds
11.42%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
52
Increased
174
Reduced
230
Closed
35
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
-$901K
Name Holding Trade Value Shares
Change
Shares
Change %
TCWA
276
Ten Capital Wealth Advisors
Washington
$759K -$157K -1,943 -17%
SC
277
SouthState Corp
Florida
$754K -$68.3K -844 -8%
LNWTC
278
Laird Norton Wetherby Trust Company
Washington
$746K +$60.3K +746 +9%
LFAS
279
Level Four Advisory Services
Texas
$742K +$105K +1,300 +17%
BIM
280
Bridges Investment Management
Nebraska
$742K +$225K +2,777 +43%
OWA
281
Octavia Wealth Advisors
Ohio
$735K -$92.5K -1,143 -11%
FEM
282
Fulcrum Equity Management
Texas
$719K +$243 +3 +0%
PWM
283
Perigon Wealth Management
California
$718K +$57.6K +712 +9%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$711K -$25.2K -311 -3%
LWA
285
LWS Wealth Advisors
New Jersey
$694K -$191K -2,357 -22%
TI
286
Truepoint Inc
Ohio
$694K +$4.05K +50 +0.6%
MIA
287
MainStreet Investment Advisors
Illinois
$693K +$693K +8,565 New
CJA
288
C-J Advisory
California
$692K -$19.2K -237 -3%
PPA
289
Parametric Portfolio Associates
Washington
$690K +$34.6K +428 +5%
AC
290
Alexandria Capital
Virginia
$684K
OC
291
Oakworth Capital
Alabama
$675K -$9.96K -123 -1%
WP
292
WealthSource Partners
California
$674K +$34.3K +424 +5%
ONB
293
Old National Bancorp
Indiana
$673K +$6.71K +83 +1%
VC
294
Veracity Capital
Georgia
$665K -$665K -8,220 -50%
MFW
295
Meristem Family Wealth
Minnesota
$656K
LPT
296
Legacy Private Trust
Wisconsin
$654K -$16.5K -204 -2%
B
297
Bailard
California
$651K -$49.5K -612 -7%
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$649K
JIC
299
Johnson Investment Counsel
Ohio
$648K
LPIC
300
LeJeune Puetz Investment Counsel
Michigan
$647K -$141K -1,740 -18%