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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 %
BBNA
376
Bremer Bank National Association
Minnesota
$346K -$22.3K -218 -6%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$345K
FT
378
Fiduciary Trust
Massachusetts
$343K
DTC
379
Davidson Trust Company
Washington
$341K -$184K -1,808 -35%
NFP
380
Novak Financial Planning
Maryland
$337K -$13.6K -134 -4%
AB
381
Atlas Brown
Kentucky
$336K +$71.7K +702 +27%
MBTD
382
Mechanics Bank - Trust Department
California
$333K
Jane Street
383
Jane Street
New York
$333K
MG
384
Mather Group
Illinois
$332K +$47.5K +466 +17%
FWM
385
Filbrandt Wealth Management
Wisconsin
$331K
IWM
386
IHT Wealth Management
Illinois
$329K +$329K +3,232 New
BHWM
387
Bar Harbor Wealth Management
New Hampshire
$327K -$101K -988 -24%
CCT
388
Country Club Trust
Missouri
$326K
WS
389
Wedbush Securities
California
$324K +$324K +3,183 New
BIM
390
Bridges Investment Management
Nebraska
$323K -$6.73K -66 -2%
KIA
391
KCM Investment Advisors
California
$322K
BW
392
Bison Wealth
Georgia
$319K +$42.9K +420 +16%
SS
393
Sunbelt Securities
Texas
$318K
CFS
394
CRA Financial Services
New Jersey
$314K
NEWAS
395
N.E.W. Advisory Services
Wisconsin
$311K -$202K -1,962 -39%
CSIC
396
Clifford Swan Investment Counsel
California
$309K
VFA
397
Voya Financial Advisors
Connecticut
$305K -$8.4K -82 -3%
EVM
398
Eaton Vance Management
Massachusetts
$303K
TAIM
399
TD Ameritrade Investment Management
Nebraska
$303K
PA
400
PSI Advisors
Florida
$303K