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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 %
IAA
351
Ironsides Asset Advisors
North Carolina
$408K
WCM
352
Wealthcare Capital Management
Virginia
$408K +$53K +521 +15%
MAFM
353
Mid Atlantic Financial Management
Pennsylvania
$402K -$4.89K -48 -1%
GWA
354
GGM Wealth Advisors
Maryland
$398K
TW
355
Transform Wealth
Colorado
$395K -$18.5K -182 -4%
Franklin Resources
356
Franklin Resources
California
$395K
TNB
357
Thomasville National Bank
Georgia
$394K -$393K -3,580 -50%
CIA
358
Capital Investment Advisors
Georgia
$391K +$8.97K +88 +2%
FFWA
359
FRG Family Wealth Advisors
Washington
$389K
WB
360
WesBanco Bank
West Virginia
$385K +$385K +3,777 New
HCIA
361
Hochman Cole Investment Advisors
Illinois
$383K
FNBOO
362
First National Bank of Omaha
Nebraska
$377K -$1.84K -18 -0.5%
OC
363
Oppenheimer & Co
New York
$375K +$375K +3,676 New
BA
364
Bellwether Advisors
Nebraska
$372K -$6.82K -67 -2%
WC
365
Weil Company
California
$367K
MP
366
McDonald Partners
Ohio
$360K
SWM
367
SeaCrest Wealth Management
New York
$360K +$360K +3,530 New
FNBOSM
368
First National Bank of South Miami
Florida
$359K -$30.3K -297 -8%
PWW
369
Pettyjohn Wood & White
Virginia
$359K
TCOV
370
Trust Company of Vermont
Vermont
$356K
FCFC
371
First Commonwealth Financial Corp
Pennsylvania
$353K
HR
372
Hardy Reed
Mississippi
$353K
CS
373
Capital Square
Tennessee
$351K
KPWS
374
Kestra Private Wealth Services
Texas
$350K +$1.02K +10 +0.3%
RWG
375
Ratio Wealth Group
Colorado
$350K