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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 %
TCM
501
Traynor Capital Management
Pennsylvania
$204K -$26.2K -332 -11%
GWM
502
Geneos Wealth Management
Colorado
$203K
LWM
503
Liberty Wealth Management
California
$201K +$79 +1 +0%
S
504
SignatureFD
Georgia
$195K -$396 -5 -0.2%
TWA
505
TCI Wealth Advisors
Arizona
$195K
CB
506
CNB Bank
Pennsylvania
$195K
EI
507
Ellevest Inc
New York
$191K
JEST
508
JTC Employer Solutions Trustee
Jersey
$187K
PB
509
Pinnacle Bancorp
Nebraska
$180K -$7.11K -90 -4%
CFD
510
Creative Financial Designs
Indiana
$176K +$32.2K +406 +22%
GRP
511
Global Retirement Partners
California
$175K +$5.55K +70 +3%
MA
512
Montag & Associates
Georgia
$166K
GAM
513
Gemmer Asset Management
California
$158K -$74.2K -936 -32%
FDCDDQ
514
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K
SSC
515
Syverson Strege & Co
Iowa
$148K -$7.28K -92 -5%
VNA
516
Valley National Advisers
Pennsylvania
$148K
PFBT
517
Parkside Financial Bank & Trust
Missouri
$147K
BWM
518
BerganKDV Wealth Management
Minnesota
$135K -$15K -190 -10%
DSC
519
Duncker Streett & Co
Missouri
$125K
TFO
520
Tarbox Family Office
California
$124K +$159 +2 +0.1%
RFWA
521
RPg Family Wealth Advisory
Massachusetts
$121K
COCM
522
Charter Oak Capital Management
New Hampshire
$121K -$24.6K -312 -17%
LB
523
Legacy Bridge
Iowa
$116K
FF
524
FourThought Financial
Florida
$116K
WB
525
Webster Bank
Connecticut
$116K +$116K +1,470 New