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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

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.

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

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$85.8M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$57.1M
3
AAP
3
Arax Advisory Partners
Colorado
$36.2M
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$26M
5
HNB
5
Huntington National Bank
Ohio
$13.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$897M
2
Morgan Stanley
2
Morgan Stanley
New York
$540M
3
Lido Advisors
3
Lido Advisors
California
$13.6M
4
FP
4
Financial Perspectives
Minnesota
$92.4K
5
SPIA
5
Steward Partners Investment Advisory
New York
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$43.3M 534,865 -4,513 -0.8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$40.2M 497,186 +48,004 +11%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$39.7M 491,067 +29,443 +6%
RFC
29
Regions Financial Corp
Alabama
$36.9M 455,895 +2,774 +0.6%
AAP
30
Arax Advisory Partners
Colorado
$36.2M 447,189 +447,189 New
WJA
31
Willis Johnson & Associates
Texas
$35.6M 440,494 +12,521 +3%
JIC
32
Joel Isaacson & Co
New York
$34.2M 422,529 +13,065 +3%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$32.2M 397,369 -50,074 -11%
1IA
34
1834 Investment Advisors
Wisconsin
$31.2M 385,249 +10,898 +3%
CAG
35
Csenge Advisory Group
Florida
$30.2M 370,255 +3,373 +0.9%
WIA
36
World Investment Advisors
California
$27.6M 340,856 -36,133 -10%
SL
37
Salomon & Ludwin
Virginia
$27.3M 337,052 +1,657 +0.5%
CDIA
38
Capital Directions Investment Advisors
Georgia
$26M 321,469 +321,469 New
SPIA
39
Steward Partners Investment Advisory
New York
$22.8M 281,824 -71,545 -20%
CC
40
Courier Capital
New York
$19.6M 242,311 -1,054 -0.4%
CAL
41
Capital Advisors Ltd
Ohio
$19M 235,011 -948 -0.4%
SFI
42
SPC Financial Inc
Maryland
$18.7M 231,270 -15,305 -6%
FMC
43
First Merchants Corp
Indiana
$18.6M 230,187 -776 -0.3%
CM
44
Churchill Management
California
$16.6M 205,443 -16,640 -7%
Creative Planning
45
Creative Planning
Kansas
$15.3M 188,545 -8,647 -4%
Stifel Financial
46
Stifel Financial
Missouri
$14.8M 182,835 -91 -0%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$14.6M 180,053 -2,037 -1%
DPIM
48
Duff & Phelps Investment Management
Illinois
$14M 172,480 – –
CAN
49
Cetera Advisor Networks
California
$13.8M 170,286 +22,009 +15%
TYCC
50
Texas Yale Capital Corp
Florida
$13.6M 168,056 -217 -0.1%
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