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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 %
FWM
526
FFT Wealth Management
Pennsylvania
$169K +$169K +2,092 New
SSC
527
Syverson Strege & Co
Iowa
$159K -$42.8K -529 -21%
BWM
528
BerganKDV Wealth Management
Minnesota
$153K -$20.3K -252 -12%
FDCDDQ
529
Federation des caisses Desjardins du Quebec
Quebec, Canada
$152K
VNA
530
Valley National Advisers
Pennsylvania
$151K
PFBT
531
Parkside Financial Bank & Trust
Missouri
$150K
COCM
532
Charter Oak Capital Management
New Hampshire
$149K
CFD
533
Creative Financial Designs
Indiana
$147K +$162 +2 +0.1%
DI
534
Disciplined Investments
Oklahoma
$130K
DSC
535
Duncker Streett & Co
Missouri
$128K -$19.4K -240 -13%
MA
536
Modus Advisors
Minnesota
$128K +$128K +1,577 New
KFS
537
Kelly Financial Services
Massachusetts
$127K +$125K +10,157 +6,910%
TFO
538
Tarbox Family Office
California
$126K
RFWA
539
RPg Family Wealth Advisory
Massachusetts
$124K +$124K +1,532 New
FF
540
FourThought Financial
Florida
$119K
LB
541
Legacy Bridge
Iowa
$118K
HC
542
Hoese & Co
Minnesota
$112K
FCFS
543
First Command Financial Services
Texas
$110K -$10.1K -125 -8%
FCB
544
First Command Bank
Texas
$110K -$10.1K -125 -8%
SAM
545
S.A. Mason
Michigan
$108K
GWSG
546
GPS Wealth Strategies Group
Colorado
$102K +$4.46K +55 +5%
HCM
547
Horrell Capital Management
Arkansas
$99K
EWM
548
Endurance Wealth Management
Rhode Island
$98K
FP
549
Financial Perspectives
Minnesota
$92.4K -$7.15M -88,367 -99%
NFG
550
Next Financial Group
Texas
$92K -$120K -1,486 -57%