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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 %
FWP
251
FAS Wealth Partners
Kansas
$951K +$133K +1,303 +16%
WFA
252
Wellspring Financial Advisors
Ohio
$934K -$392K -3,575 -30%
AHC
253
Anderson Hoagland & Co
Missouri
$914K
TCWA
254
Ten Capital Wealth Advisors
Washington
$895K -$27.7K -272 -3%
HWM
255
HighMark Wealth Management
Minnesota
$891K +$647K +6,348 +266%
HNB
256
Huntington National Bank
Ohio
$890K -$762K
CCM
257
Coldstream Capital Management
Washington
$889K
HA
258
Harborview Advisors
Maine
$864K -$29.5K -290 -3%
FFS
259
Founders Financial Securities
Maryland
$861K +$861K +8,443 New
GRP
260
Global Retirement Partners
California
$843K +$558K +5,472 +196%
AAS
261
Avantax Advisory Services
Texas
$834K +$290K +2,857 +53%
ASN
262
Advisory Services Network
Georgia
$829K -$213K -2,096 -20%
FEM
263
Fulcrum Equity Management
Texas
$819K +$819K +8,038 New
CBN
264
Cadence Bank NA
Texas
$816K -$30.7K -301 -4%
TIM
265
Thompson Investment Management
Wisconsin
$813K +$18.1K +177 +2%
APP
266
Avantax Planning Partners
Iowa
$804K -$181K -1,777 -18%
CG
267
Colony Group
Massachusetts
$787K +$11K +108 +1%
HA
268
HYA Advisors
Missouri
$784K +$38.2K +375 +5%
MA
269
MONECO Advisors
Connecticut
$778K -$6.72K -66 -0.9%
AC
270
Alexandria Capital
Virginia
$777K +$306 +3 +0%
FHC
271
First Heartland Consultants
Missouri
$774K +$774K +7,592 New
VVP
272
Venture Visionary Partners
Ohio
$762K -$29.6K -290 -4%
9WM
273
9258 Wealth Management
Ohio
$751K
SC
274
Savant Capital
Illinois
$746K
NL
275
NWAM LLC
Washington
$742K -$57.5K -564 -7%