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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 %
SG
201
Somerset Group
Minnesota
$1.23M
RJT
202
Raymond James Trust
Florida
$1.22M -$44.9K -573 -4%
CHA
203
Carmichael Hill & Associates
Maryland
$1.22M
ASN
204
Advisory Services Network
Georgia
$1.21M -$330K -4,216 -21%
LWM
205
Lyell Wealth Management
California
$1.21M +$475K +6,060 +65%
BAM
206
Barrett Asset Management
New York
$1.2M +$344K +4,385 +40%
AIP
207
Ameritas Investment Partners
Nebraska
$1.2M -$2.35K -30 -0.2%
GT
208
Glenmede Trust
Pennsylvania
$1.19M +$182K +2,320 +18%
JWCA
209
J.W. Cole Advisors
Florida
$1.18M -$843K -10,750 -42%
APP
210
Avantax Planning Partners
Iowa
$1.18M -$229K -2,923 -16%
BHWM
211
Bar Harbor Wealth Management
New Hampshire
$1.16M +$516K +6,591 +80%
OIA
212
OneDigital Investment Advisors
Kansas
$1.16M +$7.37K +94 +0.6%
Brown Advisory
213
Brown Advisory
Maryland
$1.15M +$300K +3,821 +35%
OCM
214
One Capital Management
California
$1.15M -$179K -2,278 -13%
FP
215
Financial Perspectives
Minnesota
$1.14M +$1.13M +88,367 +7,738%
EDRIA
216
Edmonds Duncan Registered Investment Advisors
Kansas
$1.14M +$1.72K +22 +0.2%
EIP
217
Ellis Investment Partners
Pennsylvania
$1.14M -$31.5K -402 -3%
PFP
218
Pinnacle Financial Partners
Tennessee
$1.12M -$1.2M -15,310 -52%
FRA
219
Front Row Advisors
California
$1.12M -$43.3K -552 -4%
HCIA
220
Hochman Cole Investment Advisors
Illinois
$1.12M
MWM
221
Maltin Wealth Management
New Jersey
$1.12M +$62.1K +792 +6%
TFF
222
The Family Firm
Maryland
$1.11M
RWM
223
RKL Wealth Management
Pennsylvania
$1.09M +$34.4K +439 +3%
IA
224
IFG Advisory
Georgia
$1.09M -$75.5K -964 -7%
PAI
225
Pittenger & Anderson Inc
Nebraska
$1.08M