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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 %
KPCM
576
Kings Point Capital Management
New York
$37K
SWA
577
Sutton Wealth Advisors
Florida
$37K
PMFA
578
Plante Moran Financial Advisors
Michigan
$36K -$75.8K -960 -68%
EW
579
Element Wealth
Mississippi
$36K -$7.44K -94 -17%
CMA
580
Cedar Mountain Advisors
Oregon
$35K
SIAP
581
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K
MAM
582
Meeder Asset Management
Ohio
$33K +$33K +421 New
NFSG
583
Newbridge Financial Services Group
Florida
$32K
CICI
584
Capital Investment Counsel Inc
North Carolina
$31K
HDIM
585
Hanson & Doremus Investment Management
Vermont
$31K
MWP
586
Meridian Wealth Partners
Pennsylvania
$31K
AF
587
Allworth Financial
California
$31K +$15.3K +196 +98%
CTB
588
Country Trust Bank
Illinois
$30K -$4.22K -54 -12%
MF
589
Manchester Financial
California
$30K
SMA
590
Sage Mountain Advisors
Georgia
$26K
RWB
591
RMR Wealth Builders
New Jersey
$26K +$26K +331 New
CWA
592
Clearview Wealth Advisors
Oregon
$25K -$31.7K -412 -56%
MCC
593
Money Concepts Capital
Florida
$25K
FCM
594
Firestone Capital Management
Florida
$25K
SIS
595
Sound Income Strategies
Florida
$24.5K
PCFFS
596
Pacific Center for Financial Services
California
$24K
AA
597
Ancora Advisors
Ohio
$24K +$24K +308 New
SFSIG
598
San Francisco Sentry Investment Group
California
$23K
EP
599
Eudaimonia Partners
Tennessee
$23K +$23K +287 New
LGWM
600
Litman Gregory Wealth Management
California
$20K