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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 %
GSAM
401
Grant Street Asset Management
Pennsylvania
$300K +$150K +1,471 +100%
V
402
Veritable
Delaware
$292K +$24.3K +238 +9%
KCM
403
Kanawha Capital Management
Virginia
$288K -$315K -3,097 -52%
NFG
404
Next Financial Group
Texas
$284K -$29.7K -292 -9%
ZF
405
Zhang Financial
Michigan
$284K
PCA
406
Personal Capital Advisors
California
$282K +$30K +295 +12%
M
407
MOTCO
Texas
$280K
PWP
408
Personal Wealth Partners
Minnesota
$276K -$112K -1,099 -29%
HH
409
Hilltop Holdings
Texas
$276K
FMWA
410
Forvis Mazars Wealth Advisors
Missouri
$274K -$11.1K -109 -4%
DC
411
Davenport & Co
Virginia
$273K +$273K +2,674 New
AMG
412
Advisors Management Group
Wisconsin
$272K
FNBTCON
413
First National Bank & Trust Co of Newtown
Pennsylvania
$270K -$27.1K -265 -9%
AllianceBernstein
414
AllianceBernstein
Tennessee
$269K +$269K +2,640 New
AP
415
Appleton Partners
Massachusetts
$267K
BF
416
Blankinship & Foster
California
$265K
PWM
417
PBMares Wealth Management
Virginia
$264K
AF
418
Alerus Financial
North Dakota
$263K
FP
419
Financial Perspectives
Minnesota
$262K +$259K +26,444 +10,093%
FM
420
Foster & Motley
Ohio
$258K
NCM
421
Narwhal Capital Management
Georgia
$255K
RMDI
422
R.M. Davis Inc
Maine
$253K -$57.2K -560 -18%
SIS
423
SVB Investment Services
Utah
$253K
SW
424
SVB Wealth
Massachusetts
$252K +$5.5K +54 +2%
DI
425
Disciplined Investments
Oklahoma
$249K -$138K -1,348 -36%