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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 %
CFFP
626
Center for Financial Planning
Michigan
$10K +$10K +128 New
GTAM
627
Global Trust Asset Management
Florida
$8K
MCM
628
MV Capital Management
Maryland
$7K
RCM
629
Rain Capital Management
Oregon
$7K +$7K +84 New
AIC
630
Archer Investment Corporation
Indiana
$6.9K
LWA
631
Lowe Wealth Advisors
Maryland
$6K
RIA
632
RPG Investment Advisory
California
$6K
AW
633
Avion Wealth
Texas
$6K
RCM
634
Regency Capital Management
Hawaii
$6K +$6K +75 New
TCM
635
Tradewinds Capital Management
Washington
$4K
LDFR
636
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
JCM
637
Jacobi Capital Management
Pennsylvania
$4K +$4K +45 New
HWM
638
HighMark Wealth Management
Minnesota
$3K -$10.3K -124 -78%
CAC
639
Certified Advisory Corp
Florida
$3K +$3K +35 New
GAM
640
Grandview Asset Management
Pennsylvania
$3K +$3K +44 New
DWA
641
Dorsey Wright & Associates
California
$2.41K -$114 -1,457 -5%
MIM
642
MTM Investment Management
South Carolina
$2K
QCG
643
Quadrant Capital Group
Ohio
$2K
CWC
644
Carolinas Wealth Consulting
North Carolina
$1K
AssetMark Inc
645
AssetMark Inc
California
$1K +$1K +8 New
BBHC
646
Brown Brothers Harriman & Co
New York
$369 -$13 -168 -3%
MIH
647
Meitav Investment House
Israel
$249 -$187 -2,400 -43%
SWM
648
Sugarloaf Wealth Management
Georgia
$70 -$3 -35 -4%
WIM
649
Westside Investment Management
California
$15
CDIA
650
Capital Directions Investment Advisors
Georgia
-$27.8M -384,850 Closed