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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 %
CCT
351
Country Club Trust
Missouri
$274K -$41.8K -485 -13%
KIA
352
KCM Investment Advisors
California
$273K
SS
353
Sunbelt Securities
Texas
$269K -$74.9K -868 -22%
CG
354
Corundum Group
Colorado
$268K
NFG
355
Next Financial Group
Texas
$266K -$9.41K -109 -3%
CFS
356
CRA Financial Services
New Jersey
$266K -$4.31K -50 -2%
VFA
357
Voya Financial Advisors
Connecticut
$264K -$112K -1,300 -30%
RMDI
358
R.M. Davis Inc
Maine
$262K
CSIC
359
Clifford Swan Investment Counsel
California
$261K
BlackRock
360
BlackRock
New York
$258K -$122K -1,416 -32%
EVM
361
Eaton Vance Management
Massachusetts
$257K +$257K +2,968 New
PA
362
PSI Advisors
Florida
$256K -$24.1K -280 -9%
FNBTCON
363
First National Bank & Trust Co of Newtown
Pennsylvania
$251K +$251K +2,910 New
FMWA
364
Forvis Mazars Wealth Advisors
Missouri
$242K +$242K +2,801 New
GRP
365
Global Retirement Partners
California
$241K -$93.9K -1,090 -28%
MG
366
Mather Group
Illinois
$241K -$21.7K -251 -8%
ZF
367
Zhang Financial
Michigan
$241K +$241K +2,790 New
M
368
MOTCO
Texas
$237K
BW
369
Bison Wealth
Georgia
$234K
HH
370
Hilltop Holdings
Texas
$234K +$234K +2,710 New
AMG
371
Advisors Management Group
Wisconsin
$230K +$230K +2,670 New
V
372
Veritable
Delaware
$227K +$227K +2,626 New
AP
373
Appleton Partners
Massachusetts
$226K +$226K +2,620 New
BUB
374
BBVA USA Bancshares
Texas
$225K +$225K +2,602 New
AB
375
Atlas Brown
Kentucky
$224K +$224K +2,590 New