IJK icon

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 %
SI
126
Stephens Inc
Arkansas
$2.71M +$978K +12,476 +57%
SC
127
Slow Capital
California
$2.62M +$228K +2,864 +10%
SEIA
128
Signature Estate & Investment Advisors
California
$2.62M -$83K -1,059 -3%
HB
129
Homrich & Berg
Georgia
$2.57M
APA
130
Allegiant Private Advisors
Florida
$2.56M +$114K +1,449 +5%
SWM
131
Segment Wealth Management
Texas
$2.48M
SCM
132
Stordahl Capital Management
Colorado
$2.48M -$37.5K -478 -1%
SSB
133
Sandy Spring Bank
Maryland
$2.45M -$108K -1,383 -4%
V
134
Veritable
Delaware
$2.43M
DBIA
135
Dumont & Blake Investment Advisors
New Jersey
$2.41M +$70.1K +894 +3%
IWA
136
IBEX Wealth Advisors
New Jersey
$2.4M +$2.4M +30,661 New
MGIA
137
Moneta Group Investment Advisors
Missouri
$2.37M +$95.8K +1,222 +4%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$2.3M -$15.4K -196 -0.7%
PFG
139
Pacific Financial Group
Washington
$2.3M +$20.8K +265 +0.9%
VR
140
Viridian RIA
Washington
$2.3M -$1.99M -27,520 Closed
QCM
141
Quest Capital Management
Texas
$2.2M -$58.6K -747 -3%
PTC
142
Private Trust Company
Ohio
$2.19M -$426K -5,432 -16%
RB
143
Renasant Bank
Mississippi
$2.16M -$71.3K -910 -3%
SWP
144
Stratos Wealth Partners
Ohio
$2.14M -$10K -128 -0.5%
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$2.13M -$24.8K -317 -1%
OWA
146
Outlook Wealth Advisors
Texas
$2.09M -$27.4K -350 -1%
AA
147
Alesco Advisors
New York
$2.07M -$28.8K -367 -1%
OC
148
Oppenheimer & Co
New York
$2.06M +$18.3K +233 +0.9%
AB
149
Atlas Brown
Kentucky
$2.06M -$7.91K -101 -0.4%
UWPG
150
Ullmann Wealth Partners Group
Florida
$2.06M -$96.6K -1,233 -4%