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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 %
SWMP
351
Signature Wealth Management Partners
New Jersey
$499K
IB
352
Intrust Bank
Kansas
$493K
GAM
353
Griffin Asset Management
New York
$492K -$5.7K -72 -1%
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$491K -$73.7K -931 -13%
LA
355
LexAurum Advisors
Kansas
$491K
KFI
356
Key Financial Inc
Pennsylvania
$490K -$25.4K -321 -5%
MFW
357
Mosaic Family Wealth
Missouri
$489K
CIA
358
Capital Investment Advisors
Georgia
$482K -$22.1K -279 -4%
NB
359
NBT Bank
New York
$463K
SC
360
Savant Capital
Illinois
$458K -$124K -1,572 -21%
ATPW
361
Ashton Thomas Private Wealth
Arizona
$458K +$458K +5,780 New
HH
362
Hilltop Holdings
Texas
$457K
OAM
363
Oppenheimer Asset Management
New York
$453K -$22.9K -289 -5%
PA
364
Parallel Advisors
California
$450K +$79 +1 +0%
FMWA
365
Forvis Mazars Wealth Advisors
Missouri
$446K
BDWCC
366
B&D White Capital Company
Texas
$446K +$446K +5,642 New
CPO
367
Cerity Partners OCIO
New York
$445K +$3.16K +40 +0.7%
Renaissance Technologies
368
Renaissance Technologies
New York
$443K -$593K -7,500 -57%
TAM
369
Tocqueville Asset Management
New York
$443K
CWM
370
Cornerstone Wealth Management
Missouri
$440K +$1.59K +20 +0.4%
AWM
371
AE Wealth Management
Kansas
$438K +$2.85K +36 +0.7%
SBIA
372
Sheaff Brock Investment Advisors
Indiana
$437K
SFM
373
Signet Financial Management
New Jersey
$432K +$432K +5,456 New
SDWMA
374
Schneider Downs Wealth Management Advisors
Pennsylvania
$430K
GG
375
Gofen & Glossberg
Illinois
$428K -$105K -1,320 -20%