IJK icon

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 %
CAGAS
626
Capital Advisory Group Advisory Services
Minnesota
$15K
AWM
627
Atticus Wealth Management
Florida
$14K
APWA
628
Atlas Private Wealth Advisors
New Jersey
$14K
AF
629
Allworth Financial
California
$14K +$1.96K +28 +16%
FA
630
Financial Avengers
California
$14K +$14K +200 New
TIM
631
Tortoise Investment Management
New York
$13K -$35.8K -496 -73%
TC
632
Trust Company
Kansas
$13K
HFA
633
HC Financial Advisors
California
$12K
HWM
634
HighMark Wealth Management
Minnesota
$12K
MPCG
635
Matrix Private Capital Group
New York
$12K
TAM
636
Townsend Asset Management
North Carolina
$11K
GG
637
Gleason Group
Kentucky
$11K +$297 +4 +3%
OPW
638
Oxler Private Wealth
New York
$11K +$11K +160 New
KFS
639
Kelly Financial Services
Massachusetts
$10.6K -$72 -1 -0.7%
CCA
640
Column Capital Advisors
Indiana
$10K
VCM
641
Versant Capital Management
Arizona
$10K
CBT
642
CoreFirst Bank & Trust
Kansas
$10K +$10K +132 New
GLLW
643
Graves Light Lenhart Wealth
Virginia
$10K +$10K +136 New
JPLA
644
Joseph P. Lucia & Associates
New York
$10K +$10K +136 New
AWM
645
Accel Wealth Management
Iowa
$10K +$10K +144 New
RCA
646
Rowland Carmichael Advisors
Arizona
$7K
GTAM
647
Global Trust Asset Management
Florida
$7K
UFF
648
USA Financial Formulas
Michigan
$7K +$304 +4 +5%
AIC
649
Archer Investment Corporation
Indiana
$6.36K
AW
650
Avion Wealth
Texas
$6K