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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 %
BFM
401
Boston Financial Management
Massachusetts
$357K -$44.8K -572 -11%
CPSC
402
Carl P. Sherr & Co
Massachusetts
$354K -$22.1K -282 -6%
PA
403
PSI Advisors
Florida
$354K +$78 +1 +0%
CWM
404
Cornerstone Wealth Management
Missouri
$353K -$58.3K -744 -14%
KWMG
405
King Wealth Management Group
Florida
$352K – – –
FHA
406
First Horizon Advisors
Tennessee
$350K -$468 -6 -0.1%
SKK
407
Shepherd Kaplan Krochuk
Massachusetts
$349K – – –
CPA
408
Clear Perspective Advisors
Illinois
$348K +$16.2K +207 +5%
WLPWM
409
Walled Lake Planning & Wealth Management
Illinois
$344K -$5.01K -64 -1%
EVM
410
Eaton Vance Management
Massachusetts
$344K – – –
AWM
411
Altium Wealth Management
New York
$336K – – –
BCA
412
Bay Colony Advisors
Massachusetts
$336K +$31.8K +405 +10%
IIC
413
Integrated Investment Consultants
Michigan
$332K +$27.1K +345 +9%
SNBOSD
414
Security National Bank of So Dak
Iowa
$330K +$330K +4,216 New
AWA
415
ARQ Wealth Advisors
Arizona
$328K -$5.25K -67 -2%
WCM
416
Wealthcare Capital Management
Virginia
$328K -$5.17K -66 -2%
BFA
417
Bragg Financial Advisors
North Carolina
$328K +$75.6K +966 +30%
HCP
418
Holt Capital Partners
Texas
$326K – – –
NFC
419
Northeast Financial Consultants
Connecticut
$318K – – –
LNC
420
Lincoln National Corp
Pennsylvania
$316K +$81.8K +1,043 +35%
TWP
421
Total Wealth Planning
Ohio
$313K – – –
FT
422
Fiduciary Trust
Massachusetts
$312K – – –
MWM
423
Mission Wealth Management
California
$312K – – –
GWS
424
Glassman Wealth Services
Virginia
$308K – – –
DY
425
Dowling & Yahnke
California
$307K -$169K -2,148 -35%
15 16
17
18 19