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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 %
HA
276
Harborview Advisors
Maine
$885K -$8.32K -79 -0.9%
HA
277
HYA Advisors
Missouri
$872K +$61.4K +583 +8%
BlackRock
278
BlackRock
New York
$865K +$133K +1,263 +18%
FNBOSM
279
First National Bank of South Miami
Florida
$848K +$477K +4,534 +129%
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$832K +$642K +6,100 +339%
CBN
281
Cadence Bank NA
Texas
$831K -$12.6K -120 -1%
TIM
282
Thompson Investment Management
Wisconsin
$806K -$33.4K -317 -4%
AC
283
Alexandria Capital
Virginia
$803K +$211 +2 +0%
CG
284
Colony Group
Massachusetts
$802K -$11.4K -108 -1%
APP
285
Avantax Planning Partners
Iowa
$788K -$42.8K -406 -5%
OWA
286
Outlook Wealth Advisors
Texas
$786K +$202K +1,920 +35%
VFIC
287
Valley Forge Investment Consultants
Pennsylvania
$780K +$204K +1,936 +35%
9WM
288
9258 Wealth Management
Ohio
$776K
SC
289
Savant Capital
Illinois
$771K
TCWA
290
Ten Capital Wealth Advisors
Washington
$769K -$157K -1,494 -17%
NL
291
NWAM LLC
Washington
$767K
TNB
292
Thomasville National Bank
Georgia
$755K +$377K +3,580 +100%
FI
293
Financial Insights
Washington
$748K +$748K +710 New
MWM
294
Moulton Wealth Management
Washington
$745K +$174K +1,650 +30%
MFW
295
Meristem Family Wealth
Minnesota
$725K
MIA
296
MainStreet Investment Advisors
Illinois
$722K +$722K +6,855 New
CWM
297
Connecticut Wealth Management
Connecticut
$719K +$719K +6,827 New
CPO
298
Cerity Partners OCIO
New York
$709K +$316 +3 +0%
MWM
299
Meridian Wealth Management
Kentucky
$709K +$737 +7 +0.1%
MA
300
MONECO Advisors
Connecticut
$706K -$98.1K -932 -12%