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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 %
GAM
476
Gemmer Asset Management
California
$229K +$45K +576 +24%
DTC
477
Davidson Trust Company
Washington
$228K -$139K -1,782 -38%
HIMC
478
Heritage Investors Management Corp
Maryland
$227K
WWM
479
Western Wealth Management
Colorado
$227K +$1.41K +18 +0.6%
SMC
480
Smith, Moore & Co
Missouri
$226K
WDC
481
Woodward Diversified Capital
California
$224K -$22.6K -288 -9%
FNBOH
482
First National Bank of Hutchinson
Kansas
$224K
CFA
483
Cahill Financial Advisors
Minnesota
$223K +$1.81K +23 +0.8%
TFS
484
Thoroughbred Financial Services
Tennessee
$221K -$12.1K -154 -5%
BFEC
485
Benjamin F. Edwards & Company
Missouri
$221K +$24.9K +318 +13%
TCM
486
Traynor Capital Management
Pennsylvania
$220K -$19.3K -247 -8%
PCA
487
Personal Capital Advisors
California
$216K -$56.4K -720 -21%
BPM
488
Bowling Portfolio Management
Ohio
$216K +$216K +2,752 New
APSP
489
Asset Planning Services (Pennsylvania)
Pennsylvania
$215K +$215K +2,747 New
IIC
490
Ironwood Investment Counsel
Arizona
$213K +$213K +2,728 New
EE
491
EWG Elevate
California
$212K -$7.47M -95,298 -97%
TNBTD
492
Trustmark National Bank Trust Department
Mississippi
$212K -$12.5K -160 -6%
PPP
493
Private Portfolio Partners
New Jersey
$211K +$211K +2,698 New
FCCM
494
First City Capital Management
Georgia
$211K
IAN
495
Integrated Advisors Network
Texas
$209K +$209K +2,666 New
PFA
496
Plotkin Financial Advisors
Maryland
$207K +$207K +2,644 New
WB
497
WesBanco Bank
West Virginia
$207K +$207K +2,636 New
CL
498
CPWM LLC
Washington
$207K +$207K +2,645 New
SPP
499
Single Point Partners
Massachusetts
$206K +$206K +2,586 New
OPS
500
Orion Portfolio Solutions
Nebraska
$206K +$206K +2,630 New