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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 %
MP
401
McDonald Partners
Ohio
$341K -$31.8K -302 -9%
CCT
402
Country Club Trust
Missouri
$334K
KIA
403
KCM Investment Advisors
California
$333K
PWW
404
Pettyjohn Wood & White
Virginia
$329K -$42.2K -400 -11%
BW
405
Bison Wealth
Georgia
$326K -$3.16K -30 -1%
CFS
406
CRA Financial Services
New Jersey
$325K
EVM
407
Eaton Vance Management
Massachusetts
$321K +$7.6K +72 +2%
CSIC
408
Clifford Swan Investment Counsel
California
$315K
PA
409
PSI Advisors
Florida
$313K
MCM
410
Mattern Capital Management
Colorado
$302K -$183K -1,741 -38%
V
411
Veritable
Delaware
$302K
PCA
412
Personal Capital Advisors
California
$300K +$8.22K +78 +3%
TAIM
413
TD Ameritrade Investment Management
Nebraska
$298K -$71.5K -678 -19%
CFD
414
Creative Financial Designs
Indiana
$297K +$256K +2,435 +629%
ONB
415
Old National Bancorp
Indiana
$296K +$49.4K +470 +20%
KCM
416
Kanawha Capital Management
Virginia
$295K -$3.16K -30 -1%
ZF
417
Zhang Financial
Michigan
$294K
DC
418
Davenport & Co
Virginia
$293K +$11.7K +111 +4%
HH
419
Hilltop Holdings
Texas
$285K
PWP
420
Personal Wealth Partners
Minnesota
$285K +$105 +1 +0%
FMWA
421
Forvis Mazars Wealth Advisors
Missouri
$284K +$105 +1 +0%
MWM
422
Modera Wealth Management
New Jersey
$284K +$284K +2,696 New
CST
423
Charles Schwab Trust
Nevada
$284K +$284K +2,700 New
BHWM
424
Bar Harbor Wealth Management
New Hampshire
$283K -$56.2K -532 -17%
AMG
425
Advisors Management Group
Wisconsin
$281K