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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 %
HW
451
Hedeker Wealth
Illinois
$236K +$10.3K +100 +5%
BFA
452
Beaumont Financial Advisors
Massachusetts
$231K +$231K +2,239 New
SBIA
453
Sheaff Brock Investment Advisors
Indiana
$230K
PIMG
454
Patriot Investment Management Group
Tennessee
$229K
Renaissance Technologies
455
Renaissance Technologies
New York
$227K -$237K -2,300 -51%
PWM
456
Perigon Wealth Management
California
$227K
NFG
457
Next Financial Group
Texas
$222K -$1.14M -11,109 -84%
PGFC
458
Peapack-Gladstone Financial Corp
New Jersey
$221K -$3.2K -31 -1%
CWM
459
Cahaba Wealth Management
Georgia
$220K
AFP
460
Ausdal Financial Partners
Iowa
$218K +$20.1K +195 +10%
T
461
TNF
Montana
$218K +$218K +2,013 New
CBTWT
462
Community Bank & Trust (Waco, Texas)
Texas
$217K
HWMA
463
Heritage Wealth Management (Arizona)
Arizona
$216K +$1.13K +11 +0.5%
CPC
464
Consolidated Planning Corp
Georgia
$215K
SB
465
Strategic Blueprint
Georgia
$214K
AWA
466
Arkadios Wealth Advisors
Georgia
$212K -$4.93K -48 -2%
CIC
467
Carnegie Investment Counsel
Ohio
$212K
Fayez Sarofim & Co
468
Fayez Sarofim & Co
Texas
$212K
NP
469
NorthRock Partners
Minnesota
$212K +$212K +2,058 New
EA
470
Eclectic Associates
California
$211K
BFM
471
Boston Financial Management
Massachusetts
$210K -$20.6K -200 -9%
GCM
472
Gables Capital Management
Florida
$206K
RFWA
473
RPg Family Wealth Advisory
Massachusetts
$205K
JFA
474
Johanson Financial Advisors
California
$205K +$1.13K +11 +0.6%
NWS
475
Newport Wealth Strategies
California
$204K