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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 %
KOMWMG
501
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K +$206K +2,630 New
PWP
502
Principle Wealth Partners
Connecticut
$206K +$206K +2,632 New
NFG
503
Next Financial Group
Texas
$205K -$1.96K -25 -0.9%
PB
504
Pinnacle Bancorp
Nebraska
$204K
GVAG
505
Great Valley Advisor Group
Delaware
$203K -$128K -1,639 -39%
BJ
506
Brouwer & Janachowski
California
$201K +$201K +2,560 New
SSC
507
Syverson Strege & Co
Iowa
$195K
TWA
508
TCI Wealth Advisors
Arizona
$194K
CB
509
CNB Bank
Pennsylvania
$193K
S
510
SignatureFD
Georgia
$193K +$78.9K +1,009 +69%
LWM
511
Liberty Wealth Management
California
$190K
GRP
512
Global Retirement Partners
California
$189K -$206K -2,629 -52%
EI
513
Ellevest Inc
New York
$189K
BWM
514
BerganKDV Wealth Management
Minnesota
$168K
MA
515
Montag & Associates
Georgia
$165K
FDCDDQ
516
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K
VNA
517
Valley National Advisers
Pennsylvania
$146K
COCM
518
Charter Oak Capital Management
New Hampshire
$145K -$32.7K -416 -18%
PFBT
519
Parkside Financial Bank & Trust
Missouri
$145K
DSC
520
Duncker Streett & Co
Missouri
$143K -$6.29K -80 -4%
CFD
521
Creative Financial Designs
Indiana
$142K +$157 +2 +0.1%
RDFA
522
Ritter Daniher Financial Advisory
Ohio
$141K +$141K +1,805 New
DI
523
Disciplined Investments
Oklahoma
$126K -$82.3K -1,048 -40%
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$124K
TFO
525
Tarbox Family Office
California
$122K