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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 %
DC
451
Davenport & Co
Virginia
$278K
WS
452
Wedbush Securities
California
$277K -$10.9K -138 -4%
MWM
453
Mission Wealth Management
California
$277K
BSI
454
Bennett Selby Investments
Maine
$277K
NEWAS
455
N.E.W. Advisory Services
Wisconsin
$276K -$41.2K -520 -13%
WCM
456
Wealthcare Capital Management
Virginia
$272K
CTC
457
Central Trust Company
Missouri
$271K
FWP
458
FAS Wealth Partners
Kansas
$269K +$7.45K +94 +3%
MMHP
459
Murphy Middleton Hinkle & Parker
Georgia
$268K -$6.65K -84 -2%
BJL
460
Brighton Jones LLC
Washington
$268K +$19.6K +247 +8%
CCM
461
Condor Capital Management
New Jersey
$265K +$265K +3,350 New
GPA
462
Garrison Point Advisors
California
$264K
MP
463
McDonald Partners
Ohio
$261K +$13.1K +166 +5%
DY
464
Dowling & Yahnke
California
$259K -$19K -240 -7%
OSAM
465
O'Shaughnessy Asset Management
Connecticut
$258K
MIH
466
Meitav Investment House
Israel
$256K
RIM
467
Rockbridge Investment Management
New York
$255K -$2.37K -30 -0.9%
BWM
468
Benchmark Wealth Management
Connecticut
$254K -$15.8K -200 -6%
IC
469
IEQ Capital
California
$254K +$238 +3 +0.1%
TFS
470
Thoroughbred Financial Services
Tennessee
$253K
SIS
471
SVB Investment Services
Utah
$245K
KCM
472
Kendall Capital Management
Maryland
$243K +$1.9K +24 +0.8%
HTC
473
Haverford Trust Company
Pennsylvania
$242K
TA
474
TFG Advisers
Michigan
$241K -$4.59K -58 -2%
RMDI
475
R.M. Davis Inc
Maine
$240K -$19K -240 -7%