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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
WIA
World Investment Advisors
California
+$27.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$10M
3
Lido Advisors
Lido Advisors
California
+$9.93M
4
OMC
Old Mission Capital
Illinois
+$6.08M
5
CS
Comerica Securities
Michigan
+$5.06M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52.1M
2
CDIA
Capital Directions Investment Advisors
Georgia
-$27.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$23.2M
4
PFG
Piershale Financial Group
Illinois
-$22.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
376
High Falls Advisors
New York
$408K – – –
HR
377
Hardy Reed
Mississippi
$404K – – –
CIC
378
Carnegie Investment Counsel
Ohio
$398K – – –
OPWM
379
Oakwell Private Wealth Management
Texas
$398K +$102K +1,305 +35%
ATFA
380
All Terrain Financial Advisors
Minnesota
$397K – – –
RG
381
Rikoon Group
New Mexico
$394K – – –
FWM
382
Filbrandt Wealth Management
Wisconsin
$394K – – –
SF
383
Synovus Financial
Georgia
$391K -$40.9K -521 -9%
BB
384
Busey Bank
Illinois
$389K – – –
BBNA
385
Bremer Bank National Association
Minnesota
$387K -$47.6K -607 -11%
WDG
386
Wealth Dimensions Group
Ohio
$387K – – –
TW
387
Transform Wealth
Colorado
$385K -$37.9K -483 -9%
HSA
388
HBK Sorce Advisory
Pennsylvania
$385K – – –
MA
389
Mutual Advisors
Nebraska
$382K -$5.38M -68,726 -93%
FDS
390
Freedom Day Solutions
Texas
$379K +$16.5K +211 +5%
AllianceBernstein
391
AllianceBernstein
Tennessee
$379K +$76.2K +971 +25%
APW
392
Aurora Private Wealth
New Jersey
$378K +$48.7K +621 +15%
SFG
393
Summit Financial Group
West Virginia
$376K -$95.2K -1,215 -20%
WT
394
Whittier Trust
California
$375K – – –
SW
395
SVB Wealth
Massachusetts
$375K +$314 +4 +0.1%
MFG
396
Merit Financial Group
Georgia
$372K – – –
SWA
397
Stratos Wealth Advisors
Ohio
$372K +$372K +4,748 New
BPA
398
Beacon Pointe Advisors
California
$370K – – –
Fayez Sarofim & Co
399
Fayez Sarofim & Co
Texas
$367K – – –
A
400
AdvicePeriod
California
$363K +$39.7K +506 +12%
14 15
16
17 18