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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 %
USCWA
251
U.S. Capital Wealth Advisors
Texas
$1.04M +$1.04M +10,092 New
BWA
252
BDO Wealth Advisors
Florida
$1.04M -$8.65K -84 -0.8%
PCG
253
Private Capital Group
Connecticut
$1.02M -$2.16K -21 -0.2%
FWP
254
FAS Wealth Partners
Kansas
$1.02M +$8.65K +84 +0.9%
RSWM
255
Robertson Stephens Wealth Management
California
$1.02M +$355K +3,442 +53%
EDRIA
256
Edmonds Duncan Registered Investment Advisors
Kansas
$1.02M +$12.1K +117 +1%
OIA
257
OneDigital Investment Advisors
Kansas
$1.02M +$57K +553 +6%
DJYG
258
David J. Yvars Group
Florida
$992K
WPW
259
Waldron Private Wealth
Pennsylvania
$992K +$992K +9,636 New
AIP
260
Ameritas Investment Partners
Nebraska
$989K
SFG
261
Sather Financial Group
Texas
$973K +$973K +9,440 New
MFW
262
Meristem Family Wealth
Minnesota
$965K +$256K +2,482 +36%
BRWA
263
B. Riley Wealth Advisors
Florida
$947K -$17.6K -171 -2%
AAS
264
Avantax Advisory Services
Texas
$912K -$110K -1,076 -11%
KFAA
265
Klaas Financial Asset Advisors
Illinois
$910K -$70.4K -683 -7%
SG
266
StoneX Group
New York
$890K +$257K +2,490 +41%
FNBOSM
267
First National Bank of South Miami
Florida
$887K +$57.6K +559 +7%
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$887K +$308K +2,990 +53%
LWA
269
LWS Wealth Advisors
New Jersey
$877K +$6.8K +66 +0.8%
FPGK
270
Financial Partners Group (Kansas)
Kansas
$868K +$249K +2,419 +40%
HA
271
Harborview Advisors
Maine
$864K -$1.55K -15 -0.2%
BlackRock
272
BlackRock
New York
$847K
WT
273
Whittier Trust
California
$815K -$325K -3,154 -29%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$814K
Millennium Management
275
Millennium Management
New York
$806K +$806K +7,827 New