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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 %
KPWS
401
Kestra Private Wealth Services
Texas
$329K -$8.14K -79 -2%
FT
402
Fiduciary Trust
Massachusetts
$328K -$18.5K -180 -5%
KIA
403
KCM Investment Advisors
California
$326K
FWM
404
Frontier Wealth Management
Missouri
$319K -$111K -1,075 -26%
CFS
405
CRA Financial Services
New Jersey
$318K
PWW
406
Pettyjohn Wood & White
Virginia
$317K -$4.12K -40 -1%
DT
407
Diversified Trust
Tennessee
$311K +$311K +3,017 New
PA
408
PSI Advisors
Florida
$298K -$8.24K -80 -3%
IWM
409
IHT Wealth Management
Illinois
$297K +$39.6K +384 +15%
V
410
Veritable
Delaware
$295K
KCM
411
Kanawha Capital Management
Virginia
$288K
ZF
412
Zhang Financial
Michigan
$287K
HH
413
Hilltop Holdings
Texas
$279K
PWP
414
Personal Wealth Partners
Minnesota
$279K +$103 +1 +0%
CST
415
Charles Schwab Trust
Nevada
$278K
SS
416
Sunbelt Securities
Texas
$278K
BHWM
417
Bar Harbor Wealth Management
New Hampshire
$275K -$1.03K -10 -0.4%
AMG
418
Advisors Management Group
Wisconsin
$275K
FNBTCON
419
First National Bank & Trust Co of Newtown
Pennsylvania
$273K
SW
420
SVB Wealth
Massachusetts
$272K +$5.58K +54 +2%
ONB
421
Old National Bancorp
Indiana
$270K -$19.6K -190 -7%
CFA
422
Carroll Financial Associates
North Carolina
$268K
PWM
423
PBMares Wealth Management
Virginia
$267K
AF
424
Alerus Financial
North Dakota
$266K -$723 -7 -0.3%
CFGS
425
Concourse Financial Group Securities
Alabama
$266K +$45.6K +443 +21%