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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 %
SHWM
451
Smith & Howard Wealth Management
Georgia
$257K
FWM
452
Frontier Wealth Management
Missouri
$256K +$78 +1 +0%
RIM
453
Rockbridge Investment Management
New York
$255K -$46.4K -592 -15%
MG
454
Mather Group
Illinois
$255K -$26.9K -344 -10%
CSIC
455
Clifford Swan Investment Counsel
California
$255K
MP
456
McDonald Partners
Ohio
$253K
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$252K +$117K +1,500 +87%
BUB
458
BBVA USA Bancshares
Texas
$245K -$227K -2,886 -48%
SIS
459
SVB Investment Services
Utah
$242K
BJL
460
Brighton Jones LLC
Washington
$242K +$22.5K +288 +10%
HW
461
Hedeker Wealth
Illinois
$240K -$4.69K -60 -2%
TA
462
TFG Advisers
Michigan
$240K +$12.7K +162 +6%
DP
463
Denver PWM
Colorado
$239K -$719K -3,006 -75%
HTC
464
Haverford Trust Company
Pennsylvania
$239K
CF
465
Centaurus Financial
California
$238K -$526K -6,704 -69%
KCM
466
Kendall Capital Management
Maryland
$238K +$5.48K +70 +2%
AOWM
467
Alpha Omega Wealth Management
Virginia
$237K
HIA
468
Harbor Investment Advisory
Maryland
$236K +$3.37K +43 +1%
MOS
469
MGO One Seven
Ohio
$234K -$30.5K -390 -12%
MCG
470
MACRO Consulting Group
New Jersey
$234K
OSAM
471
O'Shaughnessy Asset Management
Connecticut
$234K +$14.1K +180 +6%
EA
472
Eclectic Associates
California
$233K
KIG
473
Kowal Investment Group
Wisconsin
$232K +$314 +4 +0.1%
PIP
474
Peachtree Investment Partners
Florida
$231K
TSS
475
Two Sigma Securities
New York
$229K -$78.3K -1,001 -25%