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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

654 hedge funds and large institutions have $5.29B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 230 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+7
Holders Change %
+1.08%
% of All Funds
11.42%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
52
Increased
174
Reduced
230
Closed
35
Calls
$1.22M
Puts
–
Net Calls
+$1.22M
Net Calls Change
-$901K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$85.8M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$57.1M
3
CDIA
3
Capital Directions Investment Advisors
Georgia
$26M
4
HNB
4
Huntington National Bank
Ohio
$13.2M
5
CCM
5
Coldstream Capital Management
Washington
$7.84M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$897M
2
Morgan Stanley
2
Morgan Stanley
New York
$540M
3
Lido Advisors
3
Lido Advisors
California
$13.6M
4
FP
4
Financial Perspectives
Minnesota
$92.4K
5
SPIA
5
Steward Partners Investment Advisory
New York
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
126
Soltis Investment Advisors
Utah
$2.73M +$949K +11,731 +53%
HB
127
Homrich & Berg
Georgia
$2.71M +$50.3K +622 +2%
CS
128
Credit Suisse
Switzerland
$2.69M +$2.69M +33,200 New
APA
129
Allegiant Private Advisors
Florida
$2.63M -$16.7K -206 -0.6%
PFG
130
Pacific Financial Group
Washington
$2.62M +$244K +3,017 +10%
SWM
131
Segment Wealth Management
Texas
$2.57M – – –
DBIA
132
Dumont & Blake Investment Advisors
New Jersey
$2.52M +$36.3K +448 +1%
V
133
Veritable
Delaware
$2.49M -$25.3K -312 -1%
First Trust Advisors
134
First Trust Advisors
Illinois
$2.48M -$1.03M -12,738 -29%
SCM
135
Stordahl Capital Management
Colorado
$2.46M -$96.2K -1,189 -4%
IWA
136
IBEX Wealth Advisors
New Jersey
$2.46M -$19.2K -237 -0.8%
SSB
137
Sandy Spring Bank
Maryland
$2.44M -$94.7K -1,170 -4%
MGIA
138
Moneta Group Investment Advisors
Missouri
$2.42M -$20.3K -251 -0.8%
OC
139
Oppenheimer & Co
New York
$2.37M +$243K +3,007 +11%
PTC
140
Private Trust Company
Ohio
$2.36M +$99.9K +1,234 +4%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$2.34M -$40.7K -503 -2%
VR
142
Viridian RIA
Washington
$2.33M -$2.3M – –
MAM
143
MMA Asset Management
Pennsylvania
$2.3M -$2.55M -31,484 -53%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$2.21M +$10.9K +135 +0.5%
SWP
145
Stratos Wealth Partners
Ohio
$2.2M -$3.72K -46 -0.2%
QCM
146
Quest Capital Management
Texas
$2.19M -$77K -952 -3%
RB
147
Renasant Bank
Mississippi
$2.18M -$52K -642 -2%
UWPG
148
Ullmann Wealth Partners Group
Florida
$2.1M -$26.2K -324 -1%
AA
149
Alesco Advisors
New York
$2.09M -$40.5K -500 -2%
AB
150
Atlas Brown
Kentucky
$2.06M -$68.3K -844 -3%
4 5
6
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