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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 %
MWM
301
Mattern Wealth Management
Kansas
$367K -$32K -370 -8%
MI
302
Moneywise Inc
Virginia
$366K -$7.16K -83 -2%
DJYG
303
David J. Yvars Group
Florida
$366K +$366K +4,248 New
APSP
304
Asset Planning Services (Pennsylvania)
Pennsylvania
$363K +$517 +6 +0.1%
MMHP
305
Murphy Middleton Hinkle & Parker
Georgia
$363K +$1.29K +15 +0.4%
BHWM
306
Bar Harbor Wealth Management
New Hampshire
$362K -$16.2K -188 -4%
GVAG
307
Great Valley Advisor Group
Delaware
$362K
KL
308
KWMG LLC
Kansas
$360K +$56.2K +651 +19%
TW
309
Transform Wealth
Colorado
$350K -$14.3K -166 -4%
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$349K -$26.2K -304 -7%
CWM
311
Cornerstone Wealth Management
Missouri
$349K -$20.3K -235 -5%
HR
312
Hayden Royal
North Carolina
$349K -$5.52K -64 -2%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$345K -$345K -3,277 -50%
WFM
314
Wolff Financial Management
Michigan
$345K
IAA
315
Ironsides Asset Advisors
North Carolina
$345K
MAFM
316
Mid Atlantic Financial Management
Pennsylvania
$344K -$411K -4,771 -54%
GWA
317
GGM Wealth Advisors
Maryland
$337K +$337K +3,730 New
Franklin Resources
318
Franklin Resources
California
$334K +$67K +776 +25%
BBHC
319
Brown Brothers Harriman & Co
New York
$331K +$331K +3,838 New
FFWA
320
FRG Family Wealth Advisors
Washington
$330K
FNBOSM
321
First National Bank of South Miami
Florida
$329K -$76.7K -890 -19%
PWP
322
Personal Wealth Partners
Minnesota
$328K -$96.5K -1,120 -23%
DI
323
Disciplined Investments
Oklahoma
$327K -$150K -1,738 -31%
HCIA
324
Hochman Cole Investment Advisors
Illinois
$324K
CIA
325
Capital Investment Advisors
Georgia
$323K