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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 %
MWM
326
Meridian Wealth Management
Kentucky
$521K -$173K -1,678 -25%
CCA
327
Cobblestone Capital Advisors
New York
$518K
SIC
328
Sigma Investment Counselors
Michigan
$511K
HW
329
Hancock Whitney
Mississippi
$511K +$70.7K +687 +16%
B
330
Bailard
California
$507K
WANY
331
Wealthspire Advisors (New York)
New York
$505K -$114K -1,109 -18%
GL
332
Graypoint LLC
New York
$503K +$36.6K +355 +8%
SAM
333
Smithbridge Asset Management
Pennsylvania
$502K
EVC
334
Eidelman Virant Capital
Missouri
$490K -$53K -508 -10%
RA
335
Rodgers & Associates
Pennsylvania
$482K
CWM
336
Cornerstone Wealth Management
Missouri
$482K +$39.4K +382 +9%
WTB
337
Washington Trust Bank
Washington
$476K
SBH
338
Segall Bryant & Hamill
Illinois
$476K
RMCM
339
Reynders McVeigh Capital Management
Massachusetts
$474K -$103K -1,000 -18%
BHBT
340
Burke & Herbert Bank & Trust
Virginia
$470K -$8.24K -80 -2%
CFD
341
Creative Financial Designs
Indiana
$467K +$176K +1,708 +61%
GAM
342
Griffin Asset Management
New York
$466K -$3.61K -35 -0.8%
TAIM
343
TD Ameritrade Investment Management
Nebraska
$461K +$80.2K +595 +21%
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
$459K
CA
345
Clearstead Advisors
Ohio
$457K +$1.75K +17 +0.4%
LA
346
LexAurum Advisors
Kansas
$451K
PA
347
PFG Advisors
Arizona
$450K -$11.8K -114 -3%
SC
348
SouthState Corp
Florida
$446K
MMHP
349
Murphy Middleton Hinkle & Parker
Georgia
$436K +$619 +6 +0.1%
OPWM
350
Oxinas Partners Wealth Management
Indiana
$434K +$434K +4,208 New