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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BS
451
Boenning & Scattergood
Pennsylvania
$222K +$222K +2,182 New
CWM
452
Cahaba Wealth Management
Georgia
$217K +$217K +2,137 New
BJL
453
Brighton Jones LLC
Washington
$215K +$215K +2,113 New
CBTWT
454
Community Bank & Trust (Waco, Texas)
Texas
$214K +$214K +2,104 New
CPC
455
Consolidated Planning Corp
Georgia
$213K +$213K +2,090 New
SB
456
Strategic Blueprint
Georgia
$212K +$212K +2,076 New
HWMA
457
Heritage Wealth Management (Arizona)
Arizona
$212K +$212K +2,077 New
Fayez Sarofim & Co
458
Fayez Sarofim & Co
Texas
$210K +$210K +2,060 New
CIC
459
Carnegie Investment Counsel
Ohio
$210K +$210K +2,061 New
EA
460
Eclectic Associates
California
$209K +$209K +2,046 New
JFA
461
Johanson Financial Advisors
California
$207K +$207K +1,975 New
LFAS
462
Level Four Advisory Services
Texas
$207K +$207K +2,034 New
DL
463
DOHJ LLC
Washington
$206K +$206K +2,026 New
GCM
464
Gables Capital Management
Florida
$204K
TPWA
465
TRUE Private Wealth Advisors
Oregon
$203K +$203K +1,994 New
JWCA
466
J.W. Cole Advisors
Florida
$202K +$202K +1,978 New
NWS
467
Newport Wealth Strategies
California
$202K +$202K +1,980 New
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$184K +$56.2K +550 +44%
FRA
469
Front Row Advisors
California
$176K -$5.1K -50 -3%
HI
470
Harbour Investments
Wisconsin
$173K +$173K +1,693 New
CIA
471
Choate Investment Advisors
Massachusetts
$157K
IAIM
472
International Assets Investment Management
Florida
$144K
SMG
473
Spectrum Management Group
Indiana
$141K
EI
474
Ellevest Inc
New York
$138K
SMA
475
Sage Mountain Advisors
Georgia
$136K