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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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
–

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$806M
2
BFG
Barber Financial Group
Kansas
+$50.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$29.8M
4
PFG
Piershale Financial Group
Illinois
+$29M
5
Truist Financial
Truist Financial
North Carolina
+$27.1M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$26.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$21M
3
WIA
World Investment Advisors
California
-$20.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.06M
5
DCM
Dupont Capital Management
Delaware
-$6.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
426
Haverford Trust Company
Pennsylvania
$248K – – –
ICM
427
IMS Capital Management
Oregon
$248K +$248K +2,430 New
HIA
428
Harbor Investment Advisory
Maryland
$247K +$159K +1,560 +181%
CAM
429
Cozad Asset Management
Illinois
$246K – – –
FRA
430
Frank Rimerman Advisors
California
$246K – – –
EWM
431
Endurance Wealth Management
Rhode Island
$243K -$20.4K -200 -8%
HIMC
432
Heritage Investors Management Corp
Maryland
$243K – – –
IA
433
Insight Advisors
Pennsylvania
$242K -$32.1K -300 -12%
BFM
434
Boston Financial Management
Massachusetts
$242K +$242K +2,379 New
NAS
435
Nicolet Advisory Services
Wisconsin
$241K +$241K +2,366 New
FA
436
FC Advisory
Pennsylvania
$239K – – –
ONB
437
Old National Bancorp
Indiana
$239K – – –
CAPTRUST Financial Advisors
438
CAPTRUST Financial Advisors
North Carolina
$239K +$23.2K +228 +11%
SS
439
Simplicity Solutions
Minnesota
$238K -$1.86M -18,245 -89%
VNA
440
Valley National Advisers
Pennsylvania
$238K – – –
BFEC
441
Benjamin F. Edwards & Company
Missouri
$234K +$31.5K +309 +16%
SF
442
Synovus Financial
Georgia
$232K -$538K -5,310 -70%
Fisher Asset Management
443
Fisher Asset Management
Washington
$231K +$231K +2,269 New
MWM
444
Mission Wealth Management
California
$230K -$558K -5,468 -71%
Brown Advisory
445
Brown Advisory
Maryland
$229K +$229K +2,242 New
AWA
446
Arkadios Wealth Advisors
Georgia
$228K +$69.2K +680 +44%
SBIA
447
Sheaff Brock Investment Advisors
Indiana
$228K +$228K +2,233 New
PIMG
448
Patriot Investment Management Group
Tennessee
$227K +$227K +2,232 New
PWM
449
Perigon Wealth Management
California
$224K – – –
PGFC
450
Peapack-Gladstone Financial Corp
New Jersey
$222K +$222K +2,174 New
16 17
18
19 20