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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 %
MHR
601
Matthew Hamilton Rosenberg
$20K
CIA
602
Choate Investment Advisors
Massachusetts
$19K
FPW
603
Flagship Private Wealth
Massachusetts
$18.1K
TFGT
604
TS Financial Group (TSFG)
Illinois
$18K
POIA
605
Pin Oak Investment Advisors
Texas
$18K
CAGAS
606
Capital Advisory Group Advisory Services
Minnesota
$17K
APWA
607
Atlas Private Wealth Advisors
New Jersey
$16K
Qube Research & Technologies (QRT)
608
Qube Research & Technologies (QRT)
United Kingdom
$16K +$16K +200 New
BWL
609
Bogart Wealth LLC
Virginia
$16K +$16K +207 New
AWM
610
Atticus Wealth Management
Florida
$15K
JWBC
611
John W. Brooker & Co
California
$14K -$4.25K -55 -23%
TC
612
Trust Company
Kansas
$14K
TIM
613
Tortoise Investment Management
New York
$14K
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$14K +$14K +184 New
HFA
615
HC Financial Advisors
California
$13K
MPCG
616
Matrix Private Capital Group
New York
$13K
TAM
617
Townsend Asset Management
North Carolina
$12K
GG
618
Gleason Group
Kentucky
$12K
VCM
619
Versant Capital Management
Arizona
$12K
KFS
620
Kelly Financial Services
Massachusetts
$11.5K
CCA
621
Column Capital Advisors
Indiana
$11K
GLLW
622
Graves Light Lenhart Wealth
Virginia
$11K
JPLA
623
Joseph P. Lucia & Associates
New York
$11K
AWM
624
Accel Wealth Management
Iowa
$11K
CBT
625
CoreFirst Bank & Trust
Kansas
$10K