IJK icon

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 %
RP
551
Rice Partnership
Hawaii
$76K
SWM
552
Sugarloaf Wealth Management
Georgia
$70K
MIM
553
Macroview Investment Management
Maryland
$70K +$8.74K +111 +14%
TF
554
Tompkins Financial
New York
$68K +$68K +864 New
AIA
555
Armor Investment Advisors
North Carolina
$67K
MWA
556
Moser Wealth Advisors
Washington
$67K
CIAS
557
Capital Investment Advisory Services
North Carolina
$65K -$15.9K -200 -20%
ANBT
558
American National Bank & Trust
Texas
$65K
Kayne Anderson Rudnick Investment Management
559
Kayne Anderson Rudnick Investment Management
California
$63K
SIC
560
Salem Investment Counselors
North Carolina
$62K
FCA
561
FinTrust Capital Advisors
South Carolina
$61K
DAC
562
Dividend Assets Capital
South Carolina
$61K
CFO
563
CVA Family Office
Colorado
$60K -$180K -753 -75%
FFA
564
Founders Financial Alliance
North Carolina
$60K
JGIA
565
Jackson Grant Investment Advisers
Connecticut
$55K +$79 +1 +0.1%
HC
566
Hoese & Co
Minnesota
$52K -$56.7K -720 -52%
SQA
567
Simon Quick Advisors
New Jersey
$52K
JFGIW
568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K
WQ
569
Wealth Quarterback
New Jersey
$50K +$159 +2 +0.3%
HWA
570
HHM Wealth Advisors
Tennessee
$49K
Bessemer Group
571
Bessemer Group
New Jersey
$49K
EK
572
Evensky & Katz
Florida
$48K
CFN
573
Cordasco Financial Network
Florida
$47K -$14.6K -185 -24%
BFC
574
Bedel Financial Consulting
Indiana
$43K
TWM
575
Tradition Wealth Management
Minnesota
$39K