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iShares S&P Mid-Cap 400 Growth ETF

644 hedge funds and large institutions have $5.18B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 210 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-10
Holders Change %
-1.53%
% of All Funds
11.31%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
44
Increased
164
Reduced
210
Closed
44
Calls
$4.7M
Puts
$5K
Net Calls
+$4.69M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
426
Total Wealth Planning
Ohio
$316K
AUB
427
Atlantic Union Bankshares
Virginia
$309K
FNBTCON
428
First National Bank & Trust Co of Newtown
Pennsylvania
$308K
5L
429
55I LLC
Massachusetts
$307K -$78.4K -989 -20%
RRC
430
Relaxing Retirement Coach
Massachusetts
$307K
HCMT
431
Highland Capital Management (Tennessee)
Tennessee
$305K
CCA
432
Clearwater Capital Advisors
Illinois
$303K +$23.4K +295 +8%
HIM
433
Hanlon Investment Management
New Jersey
$299K -$27.1K -342 -8%
KIA
434
KCM Investment Advisors
California
$299K
SWPG
435
Strategic Wealth Partners Group
Illinois
$298K +$298K +3,762 New
GC
436
Gratus Capital
Georgia
$295K
WBC
437
West Branch Capital
Massachusetts
$292K +$395 +5 +0.1%
GWS
438
Glassman Wealth Services
Virginia
$288K -$23.8K -300 -8%
CWM
439
Connecticut Wealth Management
Connecticut
$288K +$4.05K +51 +1%
IFWM
440
Institute for Wealth Management
Colorado
$287K
TNB
441
Thomasville National Bank
Georgia
$286K
AMG
442
Advisors Management Group
Wisconsin
$285K -$23.8K -300 -8%
BW
443
Bison Wealth
Georgia
$284K -$153K -1,927 -35%
HWM
444
Hohimer Wealth Management
Washington
$284K +$3.89K +49 +1%
CSIC
445
Clifford Swan Investment Counsel
California
$282K
AIA
446
Arcadia Investment Advisors
Idaho
$282K
PWP
447
Personal Wealth Partners
Minnesota
$280K
KWMG
448
King Wealth Management Group
Florida
$279K -$76.6K -968 -22%
DAS
449
Dynamic Advisor Solutions
Arizona
$279K -$1.9K -24 -0.7%
OCM
450
Orser Capital Management
Texas
$278K -$25.4K -320 -8%