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

644 hedge funds and large institutions have $5.18B invested in iShares S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 210 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-10
Holders Change %
-1.53%
% of All Funds
11.31%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
44
Increased
164
Reduced
210
Closed
44
Calls
$4.7M
Puts
$5K
Net Calls
+$4.69M
Net Calls Change
+$3.47M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$105M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$5.74M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$193M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$4.7M
5
Mariner
5
Mariner
Kansas
$13.2M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1K
2
Wells Fargo
2
Wells Fargo
California
$833M
3
Morgan Stanley
3
Morgan Stanley
New York
$514M
4
Goldman Sachs
4
Goldman Sachs
New York
$253M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
126
Signature Estate & Investment Advisors
California
$2.9M +$107K +1,357 +4%
CB
127
Commerce Bank
Missouri
$2.86M -$26.4K -334 -0.9%
CIC
128
Chilton Investment Company
Connecticut
$2.83M +$2.83M +35,677 New
PFG
129
Pacific Financial Group
Washington
$2.75M +$184K +2,324 +7%
SIA
130
Soltis Investment Advisors
Utah
$2.69M +$22.5K +284 +0.8%
HB
131
Homrich & Berg
Georgia
$2.65M – – –
CS
132
Credit Suisse
Switzerland
$2.57M -$62.5K -790 -2%
UB
133
UMB Bank
Missouri
$2.55M +$555K +7,013 +28%
MGIA
134
Moneta Group Investment Advisors
Missouri
$2.54M +$168K +2,123 +7%
FTS
135
Fifth Third Securities
Ohio
$2.54M +$2.54M +32,047 New
SWM
136
Segment Wealth Management
Texas
$2.51M – – –
DBIA
137
Dumont & Blake Investment Advisors
New Jersey
$2.49M +$25.8K +326 +1%
V
138
Veritable
Delaware
$2.43M – – –
SCM
139
Stordahl Capital Management
Colorado
$2.4M -$11.5K -145 -0.5%
First Trust Advisors
140
First Trust Advisors
Illinois
$2.4M -$29.3K -370 -1%
SSB
141
Sandy Spring Bank
Maryland
$2.38M -$3.57K -45 -0.1%
IF
142
Ironwood Financial
Arizona
$2.36M +$816K +10,302 +53%
PTC
143
Private Trust Company
Ohio
$2.31M +$396 +5 +0%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$2.29M +$317 +4 +0%
MAM
145
MMA Asset Management
Pennsylvania
$2.26M +$9.11K +115 +0.4%
OC
146
Oppenheimer & Co
New York
$2.21M -$118K -1,491 -5%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$2.13M -$33.2K -419 -2%
SWP
148
Stratos Wealth Partners
Ohio
$2.09M -$70.7K -893 -3%
RB
149
Renasant Bank
Mississippi
$2.07M -$55.2K -697 -3%
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$2.07M +$2.05M +25,936 +14,096%
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6
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