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iShares S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AMG
426
Advisors Management Group
Wisconsin
$306K
AUB
427
Atlantic Union Bankshares
Virginia
$306K
FNBTCON
428
First National Bank & Trust Co of Newtown
Pennsylvania
$305K -$44.7K -570 -13%
HIM
429
Hanlon Investment Management
New Jersey
$305K +$21.3K +272 +8%
RRC
430
Relaxing Retirement Coach
Massachusetts
$304K
HCMT
431
Highland Capital Management (Tennessee)
Tennessee
$304K
RMDI
432
R.M. Davis Inc
Maine
$300K -$13.7K -175 -4%
PAS
433
Park Avenue Securities
New York
$298K +$298K +3,799 New
WBC
434
West Branch Capital
Massachusetts
$289K -$22.6K -288 -7%
KIA
435
KCM Investment Advisors
California
$287K
IWC
436
Integrated Wealth Concepts
Massachusetts
$286K +$286K +3,647 New
IFWM
437
Institute for Wealth Management
Colorado
$284K -$14.1K -180 -5%
DC
438
Davenport & Co
Virginia
$279K -$1.57K -20 -0.6%
AIA
439
Arcadia Investment Advisors
Idaho
$279K
DAS
440
Dynamic Advisor Solutions
Arizona
$278K -$626 -8 -0.2%
MWM
441
Modera Wealth Management
New Jersey
$278K
CCA
442
Clearwater Capital Advisors
Illinois
$277K -$53.9K -687 -16%
PWP
443
Personal Wealth Partners
Minnesota
$277K
HWM
444
Hohimer Wealth Management
Washington
$277K +$277K +3,532 New
GPA
445
Garrison Point Advisors
California
$274K -$3.91K -50 -1%
BSI
446
Bennett Selby Investments
Maine
$274K
MMHP
447
Murphy Middleton Hinkle & Parker
Georgia
$272K -$628 -8 -0.2%
CTC
448
Central Trust Company
Missouri
$268K +$6.1K +78 +2%
BWM
449
Benchmark Wealth Management
Connecticut
$267K
FWP
450
FAS Wealth Partners
Kansas
$258K +$19.4K +248 +8%