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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 %
TWP
426
Total Wealth Planning
Ohio
$323K +$162 +2 +0.1%
FC
427
Ferris Capital
Massachusetts
$323K +$323K +3,992 New
GWS
428
Glassman Wealth Services
Virginia
$319K
AMG
429
Advisors Management Group
Wisconsin
$316K
AUB
430
Atlantic Union Bankshares
Virginia
$316K
FNBTCON
431
First National Bank & Trust Co of Newtown
Pennsylvania
$315K
Jane Street
432
Jane Street
New York
$315K +$315K +3,895 New
RRC
433
Relaxing Retirement Coach
Massachusetts
$314K
HCMT
434
Highland Capital Management (Tennessee)
Tennessee
$312K -$2.03K -25 -0.6%
OCM
435
Orser Capital Management
Texas
$310K +$310K +3,825 New
KIA
436
KCM Investment Advisors
California
$306K +$9.73K +120 +3%
GC
437
Gratus Capital
Georgia
$301K +$301K +3,720 New
VWM
438
Venturi Wealth Management
Texas
$300K +$300K +3,703 New
WBC
439
West Branch Capital
Massachusetts
$298K +$323 +4 +0.1%
WS
440
Wedbush Securities
California
$295K +$295K +3,641 New
IFWM
441
Institute for Wealth Management
Colorado
$293K
TNB
442
Thomasville National Bank
Georgia
$292K +$292K +3,608 New
CWM
443
Connecticut Wealth Management
Connecticut
$290K +$290K +3,580 New
DAS
444
Dynamic Advisor Solutions
Arizona
$288K
WWM
445
Western Wealth Management
Colorado
$288K +$55.2K +687 +24%
AIA
446
Arcadia Investment Advisors
Idaho
$288K
MWM
447
Modera Wealth Management
New Jersey
$287K
CCA
448
Clearwater Capital Advisors
Illinois
$286K
PWP
449
Personal Wealth Partners
Minnesota
$286K
HWM
450
Hohimer Wealth Management
Washington
$286K