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iShares S&P Mid-Cap 400 Value ETF

603 hedge funds and large institutions have $5.94B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 183 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
+20
Holders Change %
+3.43%
% of All Funds
10.53%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
55
Increased
212
Reduced
183
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UR
251
USCA RIA
Texas
$1.07M +$843 +8 +0.1%
BWA
252
BDO Wealth Advisors
Florida
$1.07M -$23.1K -219 -2%
AL
253
ACAS LLC
California
$1.07M +$75.6K +718 +8%
AHC
254
Anderson Hoagland & Co
Missouri
$1.07M +$120K +1,141 +13%
HWM
255
HighMark Wealth Management
Minnesota
$1.06M +$134K +1,272 +15%
RJT
256
Raymond James Trust
Florida
$1.05M +$15.6K +148 +2%
PCG
257
Private Capital Group
Connecticut
$1.05M
AAS
258
Avantax Advisory Services
Texas
$1.05M +$185K +1,760 +21%
FWP
259
FAS Wealth Partners
Kansas
$1.04M +$56.1K +532 +6%
EDRIA
260
Edmonds Duncan Registered Investment Advisors
Kansas
$1.03M -$2.53K -24 -0.2%
CF
261
Centaurus Financial
California
$1.01M -$2.65M -25,142 -72%
AIP
262
Ameritas Investment Partners
Nebraska
$1.01M -$15.8K -150 -2%
DJYG
263
David J. Yvars Group
Florida
$1.01M +$25.2K +240 +3%
KFAA
264
Klaas Financial Asset Advisors
Illinois
$1M -$590K -5,597 -37%
GRP
265
Global Retirement Partners
California
$1M +$129K +1,222 +15%
FEM
266
Fulcrum Equity Management
Texas
$998K +$151K +1,438 +18%
SF
267
Synovus Financial
Georgia
$994K +$753K +7,166 +313%
BRWA
268
B. Riley Wealth Advisors
Florida
$986K +$280K +2,655 +40%
OIA
269
OneDigital Investment Advisors
Kansas
$983K -$109K -1,036 -10%
CA
270
Calton & Associates
Florida
$962K +$962K +9,135 New
FFS
271
Founders Financial Securities
Maryland
$935K +$45.4K +431 +5%
ASN
272
Advisory Services Network
Georgia
$926K +$68.5K +650 +8%
OC
273
Oppenheimer & Co
New York
$924K +$537K +5,091 +138%
LWA
274
LWS Wealth Advisors
New Jersey
$890K -$425K -4,034 -32%
ACM
275
AlphaStar Capital Management
North Carolina
$886K +$886K +8,503 New