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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 %
MWM
451
Mission Wealth Management
California
$237K
BFM
452
Boston Financial Management
Massachusetts
$236K -$15K -142 -6%
BFEC
453
Benjamin F. Edwards & Company
Missouri
$236K -$5.69K -54 -2%
IA
454
Insight Advisors
Pennsylvania
$236K -$522 -5 -0.2%
PIMG
455
Patriot Investment Management Group
Tennessee
$235K
SBIA
456
Sheaff Brock Investment Advisors
Indiana
$235K
PWM
457
Perigon Wealth Management
California
$232K
HW
458
Hedeker Wealth
Illinois
$231K +$231K +2,198 New
BS
459
Boenning & Scattergood
Pennsylvania
$230K
BJL
460
Brighton Jones LLC
Washington
$230K +$7.38K +70 +3%
PGFC
461
Peapack-Gladstone Financial Corp
New Jersey
$229K
CFGS
462
Concourse Financial Group Securities
Alabama
$226K +$208K +1,969 +1,145%
CWM
463
Cahaba Wealth Management
Georgia
$224K +$105 +1 +0%
AWA
464
Arkadios Wealth Advisors
Georgia
$222K -$13.5K -128 -6%
CBTWT
465
Community Bank & Trust (Waco, Texas)
Texas
$222K
CPC
466
Consolidated Planning Corp
Georgia
$220K
SB
467
Strategic Blueprint
Georgia
$219K
HWMA
468
Heritage Wealth Management (Arizona)
Arizona
$219K +$736 +7 +0.3%
CIC
469
Carnegie Investment Counsel
Ohio
$217K
Fayez Sarofim & Co
470
Fayez Sarofim & Co
Texas
$217K
HIM
471
Hanlon Investment Management
New Jersey
$217K +$217K +2,059 New
NEWAS
472
N.E.W. Advisory Services
Wisconsin
$216K -$101K -962 -32%
DI
473
Disciplined Investments
Oklahoma
$216K -$40.6K -386 -16%
EA
474
Eclectic Associates
California
$216K
GCM
475
Gables Capital Management
Florida
$211K