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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 %
DTC
301
Davidson Trust Company
Washington
$706K +$353K +3,347 +100%
MIC
302
Meridian Investment Counsel
California
$700K
GTAM
303
Global Trust Asset Management
Florida
$694K
SSCA
304
South Shore Capital Advisors
Massachusetts
$685K +$685K +6,500 New
RSWM
305
Robertson Stephens Wealth Management
California
$681K -$57.9K -550 -8%
CFO
306
Collective Family Office
Pennsylvania
$679K
HCA
307
Harbour Capital Advisors
Virginia
$675K
FC
308
Ferris Capital
Massachusetts
$673K -$5.84M -55,495 -90%
TWP
309
Total Wealth Planning
Ohio
$673K -$23.4K -222 -3%
JIC
310
Johnson Investment Counsel
Ohio
$664K -$3.16K -30 -0.5%
MBT
311
Montecito Bank & Trust
California
$661K
AIC
312
Ameritas Investment Company
Nebraska
$657K +$645K +2,949 +5,266%
VVP
313
Venture Visionary Partners
Ohio
$648K -$139K -1,320 -18%
SG
314
StoneX Group
New York
$648K +$82.8K +786 +15%
DBT
315
Dubuque Bank & Trust
Iowa
$647K +$64.9K +616 +11%
CFG
316
Citizens Financial Group
Rhode Island
$639K +$3.58K +34 +0.6%
EGWAG
317
Elwood & Goetz Wealth Advisory Group
Georgia
$638K -$34.2K -325 -5%
WANY
318
Wealthspire Advisors (New York)
New York
$633K -$2K -19 -0.3%
FPGK
319
Financial Partners Group (Kansas)
Kansas
$633K -$1.79K -17 -0.3%
Franklin Resources
320
Franklin Resources
California
$632K +$224K +2,128 +55%
AWM
321
Aevitas Wealth Management
Massachusetts
$623K +$623K +5,918 New
PCMC
322
Private Capital Management (Colorado)
Colorado
$619K
CAMG
323
CWA Asset Management Group
Florida
$603K +$603K +5,668 New
SWM
324
Soundmark Wealth Management
Washington
$599K +$630 +6 +0.1%
WAM
325
WNY Asset Management
New York
$597K +$84.7K +802 +17%