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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 %
FNBTCON
426
First National Bank & Trust Co of Newtown
Pennsylvania
$279K
SS
427
Sunbelt Securities
Texas
$278K -$40.9K -400 -13%
M
428
MOTCO
Texas
$278K -$11K -105 -4%
CAPTRUST Financial Advisors
429
CAPTRUST Financial Advisors
North Carolina
$277K +$29.7K +282 +12%
AllianceBernstein
430
AllianceBernstein
Tennessee
$276K -$2.11K -20 -0.8%
CA
431
Cetera Advisors
Colorado
$276K +$276K +2,624 New
CFA
432
Carroll Financial Associates
North Carolina
$274K -$161K -1,534 -37%
PWM
433
PBMares Wealth Management
Virginia
$273K
AF
434
Alerus Financial
North Dakota
$272K
SW
435
SVB Wealth
Massachusetts
$272K +$11K +104 +4%
BSSFA
436
Baron Silver Stevens Financial Advisors
Florida
$268K +$268K +2,549 New
HSA
437
HBK Sorce Advisory
Pennsylvania
$267K +$267K +2,534 New
IWM
438
IHT Wealth Management
Illinois
$263K -$77.8K -738 -23%
NCM
439
Narwhal Capital Management
Georgia
$263K
SIS
440
SVB Investment Services
Utah
$262K
HTC
441
Haverford Trust Company
Pennsylvania
$256K
ICM
442
IMS Capital Management
Oregon
$256K
FRA
443
Frank Rimerman Advisors
California
$254K
CAM
444
Cozad Asset Management
Illinois
$254K
EWM
445
Endurance Wealth Management
Rhode Island
$251K
HIMC
446
Heritage Investors Management Corp
Maryland
$251K
NAS
447
Nicolet Advisory Services
Wisconsin
$249K
FA
448
FC Advisory
Pennsylvania
$249K +$1.69K +16 +0.7%
ARC
449
Advisor Resource Council
Texas
$248K +$248K +2,354 New
VNA
450
Valley National Advisers
Pennsylvania
$246K