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iShares S&P Mid-Cap 400 Value ETF

533 hedge funds and large institutions have $3.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+72
Holders Change %
+15.62%
% of All Funds
9.46%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.39%
New
109
Increased
115
Reduced
202
Closed
27
Calls
$2K
Puts
$785K
Net Calls
-$783K
Net Calls Change
-$985K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
276
Cambridge Advisors
Nebraska
$461K
WP
277
WealthSource Partners
California
$456K -$82.5K -955 -15%
W
278
WealthStone
Ohio
$453K -$26.2K -303 -5%
WTB
279
Washington Trust Bank
Washington
$446K +$70.2K +814 +19%
DTC
280
Davidson Trust Company
Washington
$445K +$84.1K +975 +23%
RA
281
Rodgers & Associates
Pennsylvania
$445K +$445K +5,151 New
KM
282
Kalos Management
Georgia
$436K +$436K +5,063 New
SW
283
SkyOak Wealth
Michigan
$433K -$3.02K -35 -0.7%
Cerity Partners
284
Cerity Partners
New York
$430K +$8.11K +94 +2%
NEWAS
285
N.E.W. Advisory Services
Wisconsin
$430K +$430K +4,982 New
HW
286
Hancock Whitney
Mississippi
$429K
RSWM
287
Robertson Stephens Wealth Management
California
$429K +$429K +4,977 New
KC
288
Kingfisher Capital
North Carolina
$426K +$777 +9 +0.2%
GAM
289
Griffin Asset Management
New York
$416K -$120K -1,390 -22%
BHBT
290
Burke & Herbert Bank & Trust
Virginia
$416K -$16.3K -189 -4%
A
291
AdvicePeriod
California
$412K -$14.2K -165 -3%
PA
292
PFG Advisors
Arizona
$387K +$1.99K +23 +0.5%
GL
293
Graypoint LLC
New York
$386K -$62.3K -722 -14%
SC
294
SouthState Corp
Florida
$386K -$29K -336 -7%
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$383K -$2.25K -26 -0.6%
FWM
296
Frontier Wealth Management
Missouri
$382K -$16.8K -194 -4%
CA
297
Clearstead Advisors
Ohio
$379K -$8.63K -100 -2%
LA
298
LexAurum Advisors
Kansas
$377K +$950 +11 +0.3%
CA
299
Cetera Advisors
Colorado
$375K -$51.1K -592 -12%
SBH
300
Segall Bryant & Hamill
Illinois
$375K -$5.61K -65 -1%