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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 %
TWP
301
Total Wealth Planning
Ohio
$659K
CBN
302
Cadence Bank NA
Texas
$656K -$157K -1,520 -19%
JIC
303
Johnson Investment Counsel
Ohio
$650K
MBT
304
Montecito Bank & Trust
California
$647K
AIC
305
Ameritas Investment Company
Nebraska
$645K +$335K +3,250 +108%
DBT
306
Dubuque Bank & Trust
Iowa
$638K +$4.64K +45 +0.7%
FFS
307
Founders Financial Securities
Maryland
$635K -$279K -2,707 -31%
CFG
308
Citizens Financial Group
Rhode Island
$625K
EGWAG
309
Elwood & Goetz Wealth Advisory Group
Georgia
$624K
RWG
310
Ratio Wealth Group
Colorado
$622K +$268K +2,603 +76%
Franklin Resources
311
Franklin Resources
California
$618K
MA
312
MONECO Advisors
Connecticut
$607K -$83.8K -813 -12%
BCM
313
Beaumont Capital Management
Massachusetts
$606K +$606K +5,885 New
PCMC
314
Private Capital Management (Colorado)
Colorado
$605K
WAM
315
WNY Asset Management
New York
$596K +$11.4K +110 +2%
ECM
316
Evergreen Capital Management
Washington
$589K +$589K +5,713 New
SWM
317
Soundmark Wealth Management
Washington
$588K
CAMG
318
CWA Asset Management Group
Florida
$584K
GVAG
319
Great Valley Advisor Group
Delaware
$577K +$21.9K +212 +4%
BIM
320
Bridges Investment Management
Nebraska
$566K
SLWS
321
Swaine & Leidel Wealth Services
Florida
$561K +$561K +5,450 New
VFA
322
Valeo Financial Advisors
Indiana
$554K +$160K +1,550 +41%
CA
323
Cambridge Advisors
Nebraska
$550K
EWM
324
EPG Wealth Management
Georgia
$537K +$1.96K +19 +0.4%
Cerity Partners
325
Cerity Partners
New York
$529K +$20.5K +199 +4%