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iShares S&P Mid-Cap 400 Value ETF

603 hedge funds and large institutions have $5.94B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 183 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
+20
Holders Change %
+3.43%
% of All Funds
10.53%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
55
Increased
212
Reduced
183
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
A
351
AdvicePeriod
California
$465K +$2K +19 +0.4%
LA
352
LexAurum Advisors
Kansas
$461K +$1.89K +18 +0.4%
SC
353
SouthState Corp
Florida
$455K
CWM
354
Cornerstone Wealth Management
Missouri
$452K +$7.37K +70 +2%
HW
355
Hancock Whitney
Mississippi
$451K -$46.8K -444 -9%
MMHP
356
Murphy Middleton Hinkle & Parker
Georgia
$445K +$949 +9 +0.2%
FWM
357
Frontier Wealth Management
Missouri
$439K -$20.3K -193 -4%
CG
358
Corundum Group
Colorado
$434K -$17.9K -170 -4%
MI
359
Moneywise Inc
Virginia
$430K -$8.96K -85 -2%
SWA
360
Stratos Wealth Advisors
Ohio
$429K
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$426K
WC
362
Weil Company
California
$425K +$46.5K +442 +12%
KL
363
KWMG LLC
Kansas
$423K -$4.02K -39 -0.9%
LWCFA
364
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$421K
IAA
365
Ironsides Asset Advisors
North Carolina
$421K
CW
366
CreativeOne Wealth
Kansas
$420K -$5.27K -50 -1%
FM
367
Foster & Motley
Ohio
$414K +$147K +1,400 +55%
MAFM
368
Mid Atlantic Financial Management
Pennsylvania
$413K -$2.32K -22 -0.6%
CIA
369
Capital Investment Advisors
Georgia
$404K
VFA
370
Valeo Financial Advisors
Indiana
$403K +$316K +3,000 +363%
FFWA
371
FRG Family Wealth Advisors
Washington
$402K
DL
372
DOHJ LLC
Washington
$398K +$184K +1,748 +86%
HCIA
373
Hochman Cole Investment Advisors
Illinois
$396K
BA
374
Bellwether Advisors
Nebraska
$392K +$7.06K +67 +2%
TW
375
Transform Wealth
Colorado
$391K -$17.7K -168 -4%