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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 %
FCFS
526
First Command Financial Services
Texas
$116K -$56.4K -719 -33%
FCB
527
First Command Bank
Texas
$116K -$56.4K -719 -33%
FF
528
FourThought Financial
Florida
$115K
LB
529
Legacy Bridge
Iowa
$114K
LS
530
Leelyn Smith
Illinois
$113K +$157 +2 +0.1%
HC
531
Hoese & Co
Minnesota
$108K +$108K +1,380 New
WAP
532
Wealthcare Advisory Partners
Pennsylvania
$106K +$106K +1,352 New
SAM
533
S.A. Mason
Michigan
$105K
HCM
534
Horrell Capital Management
Arkansas
$96K
EWM
535
Endurance Wealth Management
Rhode Island
$95K -$3.91K -50 -4%
SIC
536
Salem Investment Counselors
North Carolina
$94K
GWSG
537
GPS Wealth Strategies Group
Colorado
$94K +$94K +1,204 New
LWP
538
Laurel Wealth Planning
Minnesota
$86K +$86K +1,100 New
SC
539
Steph & Co
Wisconsin
$83K
AF
540
Affiance Financial
Minnesota
$81K
CFO
541
CVA Family Office
Colorado
$79K
FPB
542
First PREMIER Bank
South Dakota
$78K -$39K -500 -33%
CPFP
543
Clear Perspectives Financial Planning
Ohio
$77K
BA
544
Ballast Advisors
Minnesota
$76K
RP
545
Rice Partnership
Hawaii
$75K
HFA
546
Hoover Financial Advisors
Pennsylvania
$72K
VFA
547
Valeo Financial Advisors
Indiana
$71K
TF
548
Tompkins Financial
New York
$68K
MIM
549
Macroview Investment Management
Maryland
$67K +$6.93K +89 +12%
AIA
550
Armor Investment Advisors
North Carolina
$66K