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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 %
WP
351
WealthSource Partners
California
$430K -$95.9K -930 -18%
CFO
352
Collective Family Office
Pennsylvania
$424K -$240K -2,327 -36%
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$417K
KL
354
KWMG LLC
Kansas
$412K -$10.8K -105 -3%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$412K
IAA
356
Ironsides Asset Advisors
North Carolina
$412K
GWA
357
GGM Wealth Advisors
Maryland
$408K
MAFM
358
Mid Atlantic Financial Management
Pennsylvania
$407K +$2.58K +25 +0.6%
FM
359
Foster & Motley
Ohio
$405K
AWM
360
Aevitas Wealth Management
Massachusetts
$404K -$206K -2,000 -34%
CIA
361
Capital Investment Advisors
Georgia
$397K +$2.06K +20 +0.5%
AllianceBernstein
362
AllianceBernstein
Tennessee
$395K +$125K +1,211 +46%
FFWA
363
FRG Family Wealth Advisors
Washington
$394K
WS
364
Wedbush Securities
California
$391K +$22.2K +215 +6%
WCM
365
Wealthcare Capital Management
Virginia
$390K +$9.28K +90 +2%
WC
366
Weil Company
California
$389K -$27.5K -267 -7%
HCIA
367
Hochman Cole Investment Advisors
Illinois
$387K
MYIA
368
Mount Yale Investment Advisors
Colorado
$384K +$384K +3,722 New
MI
369
Moneywise Inc
Virginia
$382K -$38.2K -371 -9%
PCIA
370
Prime Capital Investment Advisors
Kansas
$381K +$381K +3,700 New
PCH
371
PGIM Custom Harvest
New Jersey
$381K +$381K +3,700 New
BA
372
Bellwether Advisors
Nebraska
$378K -$10.3K -99 -3%
CA
373
Calton & Associates
Florida
$377K -$563K -5,470 -60%
FNBOO
374
First National Bank of Omaha
Nebraska
$377K -$3.81K -37 -1%
W
375
WealthOne
New York
$374K +$374K +3,634 New