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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 %
WP
301
WealthSource Partners
California
$620K -$37.2K -474 -6%
CPIG
302
Chicago Partners Investment Group
Illinois
$620K +$250 +3 +0%
BCI
303
Brinker Capital Investments
Pennsylvania
$620K +$620K +7,910 New
AWA
304
Arkadios Wealth Advisors
Georgia
$619K +$43.4K +554 +8%
LFAS
305
Level Four Advisory Services
Texas
$617K -$15.8K -201 -2%
LNWTC
306
Laird Norton Wetherby Trust Company
Washington
$612K – – –
CWM
307
Cahaba Wealth Management
Georgia
$605K -$413K -5,276 -41%
NSB
308
Norway Savings Bank
Maine
$594K +$42.7K +545 +8%
CFS
309
CRA Financial Services
New Jersey
$592K -$6.9K -88 -1%
AIM
310
Allen Investment Management
New York
$592K – – –
ECM
311
Evergreen Capital Management
Washington
$583K -$94K -1,200 -14%
CB
312
Community Bank
New York
$578K – – –
PMG
313
Private Management Group
California
$578K – – –
MAFM
314
Mid Atlantic Financial Management
Pennsylvania
$578K +$5.33K +68 +0.9%
SC
315
Savant Capital
Illinois
$577K +$37.2K +474 +7%
CCA
316
Cobblestone Capital Advisors
New York
$575K -$79.9K -1,020 -12%
KTC
317
Kistler-Tiffany Companies
Pennsylvania
$572K +$157 +2 +0%
CA
318
Cetera Advisors
Colorado
$570K -$298K -3,807 -34%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$569K – – –
WP
320
WMS Partners
Maryland
$566K +$12.5K +160 +2%
GWA
321
GGM Wealth Advisors
Maryland
$563K – – –
WSTAM
322
Wilbanks Smith & Thomas Asset Management
Virginia
$559K +$33.8K +431 +6%
HI
323
Harbour Investments
Wisconsin
$559K +$559K +7,129 New
SCM
324
SOL Capital Management
Maryland
$556K -$18.4K -235 -3%
MCM
325
Mainstay Capital Management
Michigan
$550K +$550K +7,016 New
11 12
13
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