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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 %
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$557K -$84.3K -1,042 -13%
CA
327
Cetera Advisors
Colorado
$554K -$34.7K -428 -6%
CFG
328
Citizens Financial Group
Rhode Island
$551K +$810 +10 +0.1%
PWA
329
Peterson Wealth Advisors
Utah
$550K +$728 +9 +0.1%
AF
330
Alerus Financial
North Dakota
$549K
DBT
331
Dubuque Bank & Trust
Iowa
$546K -$104K -1,280 -16%
RWM
332
Ritholtz Wealth Management
New York
$544K
GG
333
Gofen & Glossberg
Illinois
$544K
GWA
334
GGM Wealth Advisors
Maryland
$543K
EWM
335
Evercore Wealth Management
New York
$541K
WANY
336
Wealthspire Advisors (New York)
New York
$538K +$324 +4 +0.1%
CB
337
Community Bank
New York
$533K -$64.8K -800 -11%
KFI
338
Key Financial Inc
Pennsylvania
$531K +$66.5K +815 +14%
MAWCM
339
Mine & Arao Wealth Creation & Management
California
$530K +$243 +3 +0%
WSTAM
340
Wilbanks Smith & Thomas Asset Management
Virginia
$527K -$49.6K -613 -9%
PCA
341
Personal Capital Advisors
California
$524K +$301K +3,720 +135%
PP
342
Prosperity Planning
Missouri
$519K -$34.3K -424 -6%
PAM
343
Palisade Asset Management
Minnesota
$518K -$10.5K -130 -2%
WTB
344
Washington Trust Bank
Washington
$517K -$3.56K -44 -0.7%
CIA
345
Capital Investment Advisors
Georgia
$515K +$14.5K +179 +3%
BMWM
346
Brown Miller Wealth Management
Virginia
$511K
SWMP
347
Signature Wealth Management Partners
New Jersey
$510K
GAM
348
Griffin Asset Management
New York
$509K +$17.7K +218 +4%
IB
349
Intrust Bank
Kansas
$504K
LA
350
LexAurum Advisors
Kansas
$502K -$11.5K -142 -2%