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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 %
HR
376
Hayden Royal
North Carolina
$390K -$3.39M -32,173 -90%
WCM
377
Wealthcare Capital Management
Virginia
$389K -$33.3K -316 -8%
GWA
378
GGM Wealth Advisors
Maryland
$381K
FNBOO
379
First National Bank of Omaha
Nebraska
$377K
WS
380
Wedbush Securities
California
$377K +$41.6K +395 +12%
SWM
381
SeaCrest Wealth Management
New York
$371K -$1.05K -10 -0.3%
TCOV
382
Trust Company of Vermont
Vermont
$367K
FCFC
383
First Commonwealth Financial Corp
Pennsylvania
$365K
HR
384
Hardy Reed
Mississippi
$364K
JWCA
385
J.W. Cole Advisors
Florida
$364K +$156K +1,477 +75%
RWG
386
Ratio Wealth Group
Colorado
$361K
AB
387
Atlas Brown
Kentucky
$360K +$13.6K +129 +4%
WB
388
WesBanco Bank
West Virginia
$358K -$39.3K -374 -10%
AMCA
389
Arthur M. Cohen & Associates
Illinois
$357K +$357K +3,392 New
BBNA
390
Bremer Bank National Association
Minnesota
$356K -$737 -7 -0.2%
FT
391
Fiduciary Trust
Massachusetts
$355K
PMG
392
ProVise Management Group
Florida
$355K +$355K +3,373 New
APSP
393
Asset Planning Services (Pennsylvania)
Pennsylvania
$354K -$90.2K -856 -20%
HIA
394
Harbor Investment Advisory
Maryland
$353K +$97.9K +930 +38%
CS
395
Capital Square
Tennessee
$351K
KPWS
396
Kestra Private Wealth Services
Texas
$345K -$17K -161 -5%
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$345K
NFP
398
Novak Financial Planning
Maryland
$344K -$4.96K -47 -1%
MBTD
399
Mechanics Bank - Trust Department
California
$344K
FWM
400
Filbrandt Wealth Management
Wisconsin
$343K