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iShares S&P Mid-Cap 400 Growth ETF

732 hedge funds and large institutions have $5.74B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 201 increasing their positions, 203 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+88
Holders Change %
+13.66%
% of All Funds
11.31%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.42%
New
122
Increased
201
Reduced
203
Closed
22
Calls
$1.55M
Puts
$1K
Net Calls
+$1.55M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
FCFS
601
First Command Financial Services
Texas
$115K
SAM
602
S.A. Mason
Michigan
$114K
PO
603
Private Ocean
California
$114K +$29.9K +352 +36%
BWM
604
BerganKDV Wealth Management
Minnesota
$113K -$32.4K -380 -22%
FCB
605
First Command Bank
Texas
$107K
RA
606
Rise Advisors
New York
$105K +$105K +1,232 New
HCM
607
Horrell Capital Management
Arkansas
$104K
EWM
608
Endurance Wealth Management
Rhode Island
$104K
SSC
609
Syverson Strege & Co
Iowa
$100K -$59.5K -698 -37%
MHR
610
Matthew Hamilton Rosenberg
$95K -$21.7K -256 -19%
FP
611
Financial Perspectives
Minnesota
$92K
DI
612
Disciplined Investments
Oklahoma
$92K
FF
613
FourThought Financial
Florida
$91K -$35.2K -412 -28%
SC
614
Steph & Co
Wisconsin
$90K
AW
615
Alaethes Wealth
Nevada
$90K
IBOK
616
Independence Bank of Kentucky
Kentucky
$88K
AF
617
Affiance Financial
Minnesota
$88K
ST
618
Smithfield Trust
Pennsylvania
$87K
CFO
619
CVA Family Office
Colorado
$86K +$64.5K +753 +300%
FPB
620
First PREMIER Bank
South Dakota
$85K
TAM
621
Townsend Asset Management
North Carolina
$84K
CPFP
622
Clear Perspectives Financial Planning
Ohio
$84K
BA
623
Ballast Advisors
Minnesota
$83K
RP
624
Rice Partnership
Hawaii
$82K
BNP Paribas Financial Markets
625
BNP Paribas Financial Markets
France
$79.5K +$79.5K +933 New