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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
NPF
326
Norris Perne & French
Michigan
$549K +$181K +2,312 +49%
AIC
327
Ameritas Investment Company
Nebraska
$546K +$151K +1,921 +38%
VVP
328
Venture Visionary Partners
Ohio
$540K
HCM
329
HMS Capital Management
Tennessee
$537K -$1.68M -21,460 -76%
PP
330
Prosperity Planning
Missouri
$536K +$3.76K +48 +0.7%
PWA
331
Peterson Wealth Advisors
Utah
$532K -$41.7K -532 -7%
AF
332
Alerus Financial
North Dakota
$532K
CFG
333
Citizens Financial Group
Rhode Island
$532K
ATC
334
Argent Trust Co
Tennessee
$527K -$30.1K -383 -5%
GG
335
Gofen & Glossberg
Illinois
$527K -$8.55K -109 -2%
RWM
336
Ritholtz Wealth Management
New York
$526K
EWM
337
Evercore Wealth Management
New York
$524K
WANY
338
Wealthspire Advisors (New York)
New York
$520K +$392 +5 +0.1%
MAWCM
339
Mine & Arao Wealth Creation & Management
California
$513K +$23.5K +300 +5%
PAM
340
Palisade Asset Management
Minnesota
$512K
WTB
341
Washington Trust Bank
Washington
$504K -$113K -1,439 -18%
BIM
342
Bridges Investment Management
Nebraska
$501K -$11.8K -151 -2%
LA
343
LexAurum Advisors
Kansas
$497K
BMWM
344
Brown Miller Wealth Management
Virginia
$496K
SWMP
345
Signature Wealth Management Partners
New Jersey
$494K
IB
346
Intrust Bank
Kansas
$488K
CIA
347
Capital Investment Advisors
Georgia
$485K
MFW
348
Mosaic Family Wealth
Missouri
$484K
OAM
349
Oppenheimer Asset Management
New York
$480K -$65.2K -831 -12%
GAM
350
Griffin Asset Management
New York
$476K -$42.4K -540 -8%