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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 %
B
301
Bailard
California
$637K
IWN
302
Independent Wealth Network
Iowa
$636K +$636K +7,288 New
LPIC
303
LeJeune Puetz Investment Counsel
Michigan
$634K
JIC
304
Johnson Investment Counsel
Ohio
$634K
BCI
305
Brinker Capital Investments
Pennsylvania
$631K
T
306
TNF
Montana
$628K +$628K +7,622 New
IA
307
IFP Advisors
Florida
$625K +$12.2K +154 +2%
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$617K -$18.2K -230 -3%
LWM
309
Lyell Wealth Management
California
$615K
GIA
310
Gladstone Institutional Advisory
Florida
$613K +$475 +6 +0.1%
CWM
311
Cahaba Wealth Management
Georgia
$612K +$395 +5 +0.1%
AIM
312
Allen Investment Management
New York
$598K
CA
313
Cetera Advisors
Colorado
$595K +$52.9K +667 +10%
HI
314
Harbour Investments
Wisconsin
$587K +$18.3K +231 +3%
GWA
315
GGM Wealth Advisors
Maryland
$584K
PMG
316
Private Management Group
California
$584K
MAFM
317
Mid Atlantic Financial Management
Pennsylvania
$584K +$3.49K +44 +0.6%
CCA
318
Cobblestone Capital Advisors
New York
$581K
WP
319
WMS Partners
Maryland
$572K
WP
320
WealthSource Partners
California
$571K -$88.7K -1,120 -13%
WF
321
Welch & Forbes
Massachusetts
$571K
PWM
322
Perigon Wealth Management
California
$570K -$133K -1,676 -19%
CFS
323
CRA Financial Services
New Jersey
$565K -$33.7K -425 -6%
KTC
324
Kistler-Tiffany Companies
Pennsylvania
$564K +$158 +2 +0%
SCM
325
SOL Capital Management
Maryland
$559K -$3.17K -40 -0.6%