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iShares S&P Mid-Cap 400 Value ETF

606 hedge funds and large institutions have $6.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
10.64%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
47
Increased
191
Reduced
179
Closed
33
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
CGA
226
Crescent Grove Advisors
Illinois
$1.35M +$134K +1,298 +11%
Bessemer Group
227
Bessemer Group
New Jersey
$1.34M +$125K +1,213 +10%
AF
228
Advisornet Financial
Minnesota
$1.34M -$98K -951 -7%
FAIM
229
Financial Advocates Investment Management
Washington
$1.34M +$47.4K +460 +4%
ANTB
230
AMG National Trust Bank
Colorado
$1.33M +$48.9K +475 +4%
RIM
231
Rockbridge Investment Management
New York
$1.33M
BSB
232
Bangor Savings Bank
Maine
$1.32M -$27.8K -270 -2%
UCFA
233
United Capital Financial Advisors
Texas
$1.31M -$118K -1,148 -8%
HCM
234
HMS Capital Management
Tennessee
$1.3M -$223K -2,160 -15%
ASN
235
Advisory Services Network
Georgia
$1.3M +$388K +3,767 +43%
AFC
236
AFT Forsyth & Company
Florida
$1.28M
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$1.24M +$26.5K +257 +2%
WFA
238
Wellspring Financial Advisors
Ohio
$1.24M
RJT
239
Raymond James Trust
Florida
$1.18M +$150K +1,457 +15%
WIA
240
World Investment Advisors
California
$1.18M -$1.04M -10,059 -47%
RC
241
RegentAtlantic Capital
New Jersey
$1.15M
MGIA
242
Matthew Goff Investment Advisor
Texas
$1.14M -$14.9K -160 -1%
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$1.12M -$5.13M -49,805 -82%
UTC
244
Unified Trust Company
Kentucky
$1.1M
PO
245
Private Ocean
California
$1.1M -$16.5K -160 -1%
HWM
246
HighMark Wealth Management
Minnesota
$1.09M +$62.7K +608 +6%
SWPG
247
Strategic Wealth Partners Group
Illinois
$1.09M +$1.09M +10,568 New
Citigroup
248
Citigroup
New York
$1.08M -$167K -1,622 -13%
AL
249
ACAS LLC
California
$1.07M +$29.5K +286 +3%
AHC
250
Anderson Hoagland & Co
Missouri
$1.04M