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iShares S&P Mid-Cap 400 Growth ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
501
MGO One Seven
Ohio
$213K -$29.1K -360 -12%
PWP
502
Principle Wealth Partners
Connecticut
$213K
WB
503
WesBanco Bank
West Virginia
$213K
BU
504
BBVA USA
Alabama
$213K +$213K +2,631 New
IC
505
Inscription Capital
Texas
$213K +$213K +2,632 New
KOMWMG
506
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K -$4.13K -51 -2%
SPP
507
Single Point Partners
Massachusetts
$208K -$1.7K -21 -0.8%
GVAG
508
Great Valley Advisor Group
Delaware
$208K
BJ
509
Brouwer & Janachowski
California
$207K
LSAG
510
Lake Street Advisors Group
New Hampshire
$207K +$207K +2,528 New
GWM
511
Geneos Wealth Management
Colorado
$206K -$556K -6,856 -73%
LWM
512
Liberty Wealth Management
California
$205K +$162 +2 +0.1%
MI
513
Moneywise Inc
Virginia
$205K +$205K +2,535 New
CAM
514
Concorde Asset Management
Michigan
$203K +$203K +2,504 New
SFA
515
Sequoia Financial Advisors
Ohio
$201K +$201K +2,478 New
S
516
SignatureFD
Georgia
$200K
TWA
517
TCI Wealth Advisors
Arizona
$199K -$1.46K -18 -0.7%
CB
518
CNB Bank
Pennsylvania
$199K
EI
519
Ellevest Inc
New York
$195K
FFA
520
Freedman Financial Associates
Massachusetts
$193K +$193K +2,380 New
PB
521
Pinnacle Bancorp
Nebraska
$192K -$19.5K -240 -9%
JEST
522
JTC Employer Solutions Trustee
Jersey
$191K +$191K +2,360 New
GRP
523
Global Retirement Partners
California
$173K -$22.4K -277 -11%
SB
524
Strategic Blueprint
Georgia
$172K +$172K +2,128 New
MA
525
Montag & Associates
Georgia
$170K