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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 %
CG
376
Corundum Group
Colorado
$373K -$51.5K -500 -12%
HR
377
Hayden Royal
North Carolina
$372K -$9.89K -96 -3%
SIM
378
Stratos Investment Management
Ohio
$371K +$371K +3,595 New
WB
379
WesBanco Bank
West Virginia
$368K +$17.3K +168 +5%
SWM
380
SeaCrest Wealth Management
New York
$363K
CA
381
Cetera Advisors
Colorado
$362K +$91.4K +886 +34%
TW
382
Transform Wealth
Colorado
$360K -$22.1K -215 -6%
AMCA
383
Arthur M. Cohen & Associates
Illinois
$358K +$8.35K +81 +2%
TCOV
384
Trust Company of Vermont
Vermont
$357K -$2.89K -28 -0.8%
FCFC
385
First Commonwealth Financial Corp
Pennsylvania
$357K
HR
386
Hardy Reed
Mississippi
$357K
MWM
387
Modera Wealth Management
New Jersey
$357K +$78.8K +764 +28%
CS
388
Capital Square
Tennessee
$354K
AB
389
Atlas Brown
Kentucky
$351K -$1.86K -18 -0.5%
PCA
390
Personal Capital Advisors
California
$351K +$57.4K +557 +20%
BBNA
391
Bremer Bank National Association
Minnesota
$349K
APSP
392
Asset Planning Services (Pennsylvania)
Pennsylvania
$346K +$309 +3 +0.1%
HIA
393
Harbor Investment Advisory
Maryland
$345K
Jane Street
394
Jane Street
New York
$337K -$1.32M -12,767 -80%
MBTD
395
Mechanics Bank - Trust Department
California
$337K
FWM
396
Filbrandt Wealth Management
Wisconsin
$335K
DC
397
Davenport & Co
Virginia
$334K +$46.9K +455 +16%
CCT
398
Country Club Trust
Missouri
$333K
MP
399
McDonald Partners
Ohio
$333K
CSIC
400
Clifford Swan Investment Counsel
California
$333K