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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 %
FT
376
Fiduciary Trust
Massachusetts
$413K +$90.5K +1,117 +28%
CIC
377
Carnegie Investment Counsel
Ohio
$411K
OPWM
378
Oakwell Private Wealth Management
Texas
$411K
ATFA
379
All Terrain Financial Advisors
Minnesota
$410K
AllianceBernstein
380
AllianceBernstein
Tennessee
$409K +$17.7K +219 +5%
FWM
381
Filbrandt Wealth Management
Wisconsin
$407K
HSA
382
HBK Sorce Advisory
Pennsylvania
$404K +$6.23K +77 +2%
WDG
383
Wealth Dimensions Group
Ohio
$400K
BBNA
384
Bremer Bank National Association
Minnesota
$396K -$2.67K -33 -0.7%
5L
385
55I LLC
Massachusetts
$394K +$394K +4,864 New
SMG
386
Spectrum Management Group
Indiana
$391K -$39.1K -484 -9%
GSWM
387
Golden State Wealth Management
California
$390K +$390K +4,817 New
WT
388
Whittier Trust
California
$387K
FTUS
389
Flow Traders U.S.
New York
$386K -$310K -3,833 -45%
AIC
390
Ameritas Investment Company
Nebraska
$386K -$234K -2,630 -38%
TW
391
Transform Wealth
Colorado
$385K -$13K -160 -3%
MA
392
Mutual Advisors
Nebraska
$385K -$9.79K -121 -2%
EVM
393
Eaton Vance Management
Massachusetts
$385K +$29.5K +364 +8%
SWA
394
Stratos Wealth Advisors
Ohio
$384K
PAS
395
Park Avenue Securities
New York
$384K +$76.8K +950 +25%
ATC
396
Argent Trust Co
Tennessee
$381K -$162K -2,005 -30%
W
397
WealthOne
New York
$381K +$381K +4,703 New
Fayez Sarofim & Co
398
Fayez Sarofim & Co
Texas
$379K
A
399
AdvicePeriod
California
$375K
SFG
400
Summit Financial Group
West Virginia
$372K -$16.2K -200 -4%