IJK icon

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 %
SFS
351
Sowell Financial Services
Arkansas
$471K -$24.4K -303 -5%
CCM
352
Coldstream Capital Management
Washington
$464K
PS
353
Planned Solutions
California
$461K -$31.3K -400 -6%
NB
354
NBT Bank
New York
$459K +$8.63K +110 +2%
PA
355
Parallel Advisors
California
$453K +$78 +1 +0%
HH
356
Hilltop Holdings
Texas
$452K -$2.35K -30 -0.5%
SWM
357
SeaCrest Wealth Management
New York
$452K
WF
358
Welch & Forbes
Massachusetts
$447K
KFI
359
Key Financial Inc
Pennsylvania
$446K +$8.07K +103 +2%
FMWA
360
Forvis Mazars Wealth Advisors
Missouri
$442K -$41.6K -530 -9%
TAM
361
Tocqueville Asset Management
New York
$439K -$94.1K -1,200 -18%
SIC
362
Sigma Investment Counselors
Michigan
$439K -$47K -600 -10%
WA
363
Wambolt & Associates
Colorado
$438K -$6.21K -78 -1%
CPO
364
Cerity Partners OCIO
New York
$438K +$235 +3 +0.1%
AWM
365
AE Wealth Management
Kansas
$434K -$5.07M -64,741 -92%
SBIA
366
Sheaff Brock Investment Advisors
Indiana
$433K
BW
367
Bison Wealth
Georgia
$432K +$43.1K +550 +11%
KP
368
Keel Point
Alabama
$427K +$427K +5,452 New
SDWMA
369
Schneider Downs Wealth Management Advisors
Pennsylvania
$426K
BRWA
370
B. Riley Wealth Advisors
Florida
$426K +$169K +2,153 +66%
NEWAS
371
N.E.W. Advisory Services
Wisconsin
$423K -$247K -3,108 -37%
IC
372
Inverness Counsel
New York
$419K -$386K
SMG
373
Spectrum Management Group
Indiana
$417K
PCM
374
Perritt Capital Management
Illinois
$414K
SWPG
375
Strategic Wealth Partners Group
Illinois
$409K -$7.21K -92 -2%