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iShares S&P Mid-Cap 400 Value ETF

583 hedge funds and large institutions have $5.61B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 164 increasing their positions, 185 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+50
Holders Change %
+9.38%
% of All Funds
10.27%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.62%
New
87
Increased
164
Reduced
185
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$1.25M +$163K +1,603 +15%
Citigroup
227
Citigroup
New York
$1.24M +$8.97K +88 +0.7%
DIA
228
Dana Investment Advisors
Wisconsin
$1.23M +$214K +2,095 +21%
TA
229
Tiedemann Advisors
New York
$1.21M +$102 +1 +0%
Deutsche Bank
230
Deutsche Bank
Germany
$1.21M +$1.21M +11,902 New
Bessemer Group
231
Bessemer Group
New Jersey
$1.2M
MGIA
232
Matthew Goff Investment Advisor
Texas
$1.15M +$487K +5,300 +74%
RC
233
RegentAtlantic Capital
New Jersey
$1.14M
WT
234
Whittier Trust
California
$1.13M
UTC
235
Unified Trust Company
Kentucky
$1.09M
RIM
236
Rockbridge Investment Management
New York
$1.07M -$42.4K -416 -4%
ANTB
237
AMG National Trust Bank
Colorado
$1.07M +$264K +2,591 +33%
OIA
238
OneDigital Investment Advisors
Kansas
$1.06M +$125K +1,231 +13%
BWA
239
BDO Wealth Advisors
Florida
$1.06M -$41.2K -404 -4%
SWPG
240
Strategic Wealth Partners Group
Illinois
$1.05M +$41.4K +406 +4%
Renaissance Technologies
241
Renaissance Technologies
New York
$1.04M +$1.04M +10,200 New
UR
242
USCA RIA
Texas
$1.04M +$667K +6,546 +180%
PO
243
Private Ocean
California
$1.03M -$102 -1 -0%
PCG
244
Private Capital Group
Connecticut
$1.02M -$113K -1,109 -10%
CGA
245
Crescent Grove Advisors
Illinois
$1M -$14.7K -144 -1%
RJT
246
Raymond James Trust
Florida
$1M +$254K +2,491 +34%
EDRIA
247
Edmonds Duncan Registered Investment Advisors
Kansas
$1M +$1.53K +15 +0.2%
AIP
248
Ameritas Investment Partners
Nebraska
$994K -$3.06K -30 -0.3%
AL
249
ACAS LLC
California
$957K +$957K +9,392 New
DJYG
250
David J. Yvars Group
Florida
$955K +$520K +5,080 +120%