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iShares S&P Mid-Cap 400 Value ETF

583 hedge funds and large institutions have $5.61B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 164 increasing their positions, 185 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+50
Holders Change %
+9.38%
% of All Funds
10.27%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.62%
New
87
Increased
164
Reduced
185
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
326
Mattern Capital Management
Colorado
$470K -$126K -1,235 -21%
GCM
327
Gunderson Capital Management
South Carolina
$467K +$467K +4,557 New
GL
328
Graypoint LLC
New York
$462K +$5.92K +58 +1%
SBH
329
Segall Bryant & Hamill
Illinois
$457K +$15.2K +150 +3%
PA
330
PFG Advisors
Arizona
$455K -$1.73K -17 -0.4%
FLPIM
331
F.L. Putnam Investment Management
Massachusetts
$452K
GAM
332
Griffin Asset Management
New York
$451K -$40.5K -397 -8%
CA
333
Clearstead Advisors
Ohio
$449K +$1.22K +12 +0.3%
A
334
AdvicePeriod
California
$448K -$39.2K -384 -8%
LA
335
LexAurum Advisors
Kansas
$445K
FWM
336
Frontier Wealth Management
Missouri
$444K -$6.52K -64 -1%
SC
337
SouthState Corp
Florida
$441K -$15.5K -152 -3%
CG
338
Corundum Group
Colorado
$437K +$121K +1,192 +38%
FF
339
Friedenthal Financial
New Jersey
$432K +$432K +4,236 New
APSP
340
Asset Planning Services (Pennsylvania)
Pennsylvania
$430K +$510 +5 +0.1%
CWM
341
Cornerstone Wealth Management
Missouri
$430K +$18.6K +183 +5%
MMHP
342
Murphy Middleton Hinkle & Parker
Georgia
$429K +$407 +4 +0.1%
MI
343
Moneywise Inc
Virginia
$424K -$8.25K -81 -2%
KL
344
KWMG LLC
Kansas
$423K -$2.24K -22 -0.5%
CFA
345
Carroll Financial Associates
North Carolina
$422K +$176K +1,724 +71%
SWA
346
Stratos Wealth Advisors
Ohio
$415K +$415K +4,070 New
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$412K
CW
348
CreativeOne Wealth
Kansas
$411K +$411K +4,033 New
LWCFA
349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$408K -$190K -1,862 -32%
IAA
350
Ironsides Asset Advisors
North Carolina
$408K