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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 %
MWA
551
Moser Wealth Advisors
Washington
$66K
ANBT
552
American National Bank & Trust
Texas
$65K
FFA
553
Founders Financial Alliance
North Carolina
$65K
CIAS
554
Capital Investment Advisory Services
North Carolina
$64K
Kayne Anderson Rudnick Investment Management
555
Kayne Anderson Rudnick Investment Management
California
$63K
PO
556
Private Ocean
California
$63K
BCA
557
Berman Capital Advisors
Georgia
$62K +$78 +1 +0.1%
CFN
558
Cordasco Financial Network
Florida
$61K
DAC
559
Dividend Assets Capital
South Carolina
$60K
FCA
560
FinTrust Capital Advisors
South Carolina
$60K
CIA
561
Cascade Investment Advisors
Oregon
$54.9K
JGIA
562
Jackson Grant Investment Advisers
Connecticut
$54K
SQA
563
Simon Quick Advisors
New Jersey
$52K -$3.11K -40 -6%
TAIM
564
TD Ameritrade Investment Management
Nebraska
$52K
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K
Bessemer Group
566
Bessemer Group
New Jersey
$49K
EK
567
Evensky & Katz
Florida
$48K
BWM
568
Baystate Wealth Management
Massachusetts
$48K
HWA
569
HHM Wealth Advisors
Tennessee
$48K
BFC
570
Bedel Financial Consulting
Indiana
$47K +$4.67K +60 +11%
WP
571
WealthShield Partners
North Carolina
$42K +$42K +536 New
IBOK
572
Independence Bank of Kentucky
Kentucky
$41K
ADL
573
Asset Dedication LLC
California
$39K -$32.9K -420 -46%
TWM
574
Tradition Wealth Management
Minnesota
$39K +$4.47K +57 +13%
WT
575
Washington Trust
Rhode Island
$37K