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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 %
MCM
426
Mattern Capital Management
Colorado
$263K -$32.3K -314 -11%
FMWA
427
Forvis Mazars Wealth Advisors
Missouri
$262K -$15.9K -154 -6%
M
428
MOTCO
Texas
$262K -$10.3K -100 -4%
HSA
429
HBK Sorce Advisory
Pennsylvania
$261K
BSSFA
430
Baron Silver Stevens Financial Advisors
Florida
$259K -$2.98K -29 -1%
NCM
431
Narwhal Capital Management
Georgia
$258K
EWM
432
Endurance Wealth Management
Rhode Island
$257K +$11.3K +110 +5%
SIS
433
SVB Investment Services
Utah
$256K
TRCT
434
Tower Research Capital (TRC)
New York
$256K +$87.8K +852 +52%
BRWM
435
B. Riley Wealth Management
Tennessee
$253K +$253K +2,452 New
IA
436
Insight Advisors
Pennsylvania
$252K
BS
437
Boenning & Scattergood
Pennsylvania
$252K +$27.6K +268 +12%
KC
438
Kingfisher Capital
North Carolina
$251K -$259K -2,516 -51%
CAM
439
Cozad Asset Management
Illinois
$251K +$2.48K +24 +1%
MWM
440
Mission Wealth Management
California
$251K +$18.9K +183 +8%
HTC
441
Haverford Trust Company
Pennsylvania
$250K
ICM
442
IMS Capital Management
Oregon
$250K
FRA
443
Frank Rimerman Advisors
California
$249K
HIMC
444
Heritage Investors Management Corp
Maryland
$245K
FA
445
FC Advisory
Pennsylvania
$244K
NAS
446
Nicolet Advisory Services
Wisconsin
$244K
BJL
447
Brighton Jones LLC
Washington
$243K +$17.9K +174 +8%
PSF
448
Pacific Sun Financial
California
$243K +$243K +2,360 New
VNA
449
Valley National Advisers
Pennsylvania
$241K
FFA
450
Freedman Financial Associates
Massachusetts
$237K +$237K +2,300 New