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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 %
TYCC
51
Texas Yale Capital Corp
Florida
$14M +$3.97K +55 +0%
FI
52
FormulaFolio Investments
Michigan
$14M +$12.7M +175,462 +958%
KAS
53
Kestra Advisory Services
Texas
$14M +$9.34M +129,500 +201%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$13.3M -$215K -2,972 -2%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$13.1M -$1.04M -14,441 -7%
Stifel Financial
56
Stifel Financial
Missouri
$12.7M -$599K -8,294 -5%
DPIM
57
Duff & Phelps Investment Management
Illinois
$12.5M
TA
58
Tiedemann Advisors
New York
$12.1M -$329K -4,560 -3%
HCM
59
Hudson Capital Management
New Jersey
$11.9M -$2.84M -39,141 -19%
BCM
60
Brookstone Capital Management
Illinois
$11.6M -$6.86M -95,002 -37%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$11.3M -$914K -12,653 -7%
CAN
62
Cetera Advisor Networks
California
$11.3M -$343K -4,755 -3%
Lido Advisors
63
Lido Advisors
California
$10.6M -$809K -11,200 -7%
GIA
64
GHP Investment Advisors
Colorado
$10.5M -$124K -1,717 -1%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$10.1M -$81K -1,122 -0.8%
BEC
66
Blue Edge Capital
Virginia
$9.95M -$1.06M -14,710 -10%
M&T Bank
67
M&T Bank
New York
$9.67M -$496K -6,862 -5%
PCTC
68
Perkins Coie Trust Company
Washington
$9.65M -$584K -8,092 -6%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$9.13M -$1.95K -27 -0%
BFM
70
Broadview Financial Management
Wisconsin
$9.09M -$846K -11,715 -9%
FHB
71
First Hawaiian Bank
Hawaii
$9.01M -$266K -3,685 -3%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$8.89M -$391K -5,414 -4%
RFM
73
Royal Fund Management
Florida
$8.73M -$1.84M -25,535 -17%
SPC
74
Sigma Planning Corp
Michigan
$8.66M +$1.47M +20,371 +20%
William Blair & Company
75
William Blair & Company
Illinois
$8.63M +$1.1M +15,262 +15%