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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 %
MFW
351
Mosaic Family Wealth
Missouri
$500K
OAM
352
Oppenheimer Asset Management
New York
$486K -$9.55K -118 -2%
PS
353
Planned Solutions
California
$476K
NB
354
NBT Bank
New York
$473K -$162 -2 -0%
HH
355
Hilltop Holdings
Texas
$467K
SWM
356
SeaCrest Wealth Management
New York
$467K +$567 +7 +0.1%
PA
357
Parallel Advisors
California
$460K -$7.7K -95 -2%
FMWA
358
Forvis Mazars Wealth Advisors
Missouri
$456K
HCM
359
HMS Capital Management
Tennessee
$453K -$103K -1,275 -19%
TAM
360
Tocqueville Asset Management
New York
$453K
CPO
361
Cerity Partners OCIO
New York
$452K +$162 +2 +0%
DTC
362
Davidson Trust Company
Washington
$452K +$216K +2,661 +91%
CWM
363
Cornerstone Wealth Management
Missouri
$448K +$83K +1,025 +23%
SBIA
364
Sheaff Brock Investment Advisors
Indiana
$447K
BW
365
Bison Wealth
Georgia
$446K +$81 +1 +0%
AWM
366
AE Wealth Management
Kansas
$444K -$3.96K -49 -0.9%
SIC
367
Sigma Investment Counselors
Michigan
$442K -$12.1K -150 -3%
KP
368
Keel Point
Alabama
$441K -$324 -4 -0.1%
SDWMA
369
Schneider Downs Wealth Management Advisors
Pennsylvania
$440K
IC
370
Inverness Counsel
New York
$432K -$419K
BRWA
371
B. Riley Wealth Advisors
Florida
$431K -$8.84K -109 -2%
BPA
372
Beacon Pointe Advisors
California
$423K +$40.6K +502 +11%
APW
373
Aurora Private Wealth
New Jersey
$422K +$32.2K +398 +8%
HFA
374
High Falls Advisors
New York
$421K
HR
375
Hardy Reed
Mississippi
$418K