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iShares S&P Mid-Cap 400 Growth ETF

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
Net Calls
+$5.15M
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Shares
Change %
CMA
601
Cedar Mountain Advisors
Oregon
$33K
SIAP
602
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K
CTB
603
Country Trust Bank
Illinois
$32K +$3.95K +54 +14%
TWM
604
Tradition Wealth Management
Minnesota
$32K +$32K +440 New
BDWCC
605
B&D White Capital Company
Texas
$31K +$31K +440 New
NFSG
606
Newbridge Financial Services Group
Florida
$30K
MWP
607
Meridian Wealth Partners
Pennsylvania
$29K
HDIM
608
Hanson & Doremus Investment Management
Vermont
$29K
PFO
609
Pathstone Family Office
New Jersey
$29K +$29K +400 New
FCH
610
Freestone Capital Holdings
Washington
$28.3K
CICI
611
Capital Investment Counsel Inc
North Carolina
$28K
MF
612
Manchester Financial
California
$27K
SMA
613
Sage Mountain Advisors
Georgia
$24K +$24K +328 New
SIS
614
Sound Income Strategies
Florida
$23K -$34.8K -472 -60%
FCM
615
Firestone Capital Management
Florida
$23K
MCC
616
Money Concepts Capital
Florida
$23K +$23K +324 New
PCFFS
617
Pacific Center for Financial Services
California
$22K +$14.6K +204 +196%
SFSIG
618
San Francisco Sentry Investment Group
California
$21K -$41.4K -584 -66%
CIA
619
Choate Investment Advisors
Massachusetts
$18K
LGWM
620
Litman Gregory Wealth Management
California
$18K
MHR
621
Matthew Hamilton Rosenberg
$18K
TFGT
622
TS Financial Group (TSFG)
Illinois
$17K -$1.17K -16 -6%
JWBC
623
John W. Brooker & Co
California
$17K
POIA
624
Pin Oak Investment Advisors
Texas
$17K
FPW
625
Flagship Private Wealth
Massachusetts
$16.7K +$16.7K +226 New