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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$806M
2
BFG
2
Barber Financial Group
Kansas
$50.5M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$36.2M
4
PFG
4
Piershale Financial Group
Illinois
$29M
5
Truist Financial
5
Truist Financial
North Carolina
$74.4M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$73.1M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$115M
3
WIA
3
World Investment Advisors
California
$2.65M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$404M
5
DCM
5
Dupont Capital Management
Delaware
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$34.9M 342,287 +100,537 +42%
AA
27
Alesco Advisors
New York
$34.4M 337,529 -26,620 -7%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$34.3M 336,180 +11,775 +4%
WJA
29
Willis Johnson & Associates
Texas
$34.1M 334,626 -15,426 -4%
BF
30
BOK Financial
Oklahoma
$33.3M 326,485 -4,239 -1%
EH
31
Equitable Holdings
New York
$33.2M 325,578 -27,131 -8%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$30.1M 295,196 +16,920 +6%
PFG
33
Piershale Financial Group
Illinois
$29M 284,149 +284,149 New
1IA
34
1834 Investment Advisors
Wisconsin
$28.6M 280,619 -15,413 -5%
MCM
35
MAI Capital Management
Ohio
$28.4M 279,048 +1,561 +0.6%
BCM
36
Brookstone Capital Management
Illinois
$27.3M 268,154 +191,875 +252%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$27.1M 266,037 +27,431 +11%
RCA
38
Rex Capital Advisors
Rhode Island
$25.5M 250,096 +11,756 +5%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$24.7M 242,742 +7,400 +3%
DPIM
40
Duff & Phelps Investment Management
Illinois
$23.6M 231,180 – –
KeyBank National Association
41
KeyBank National Association
Ohio
$23.3M 228,954 -2,276 -1%
Lido Advisors
42
Lido Advisors
California
$21.2M 208,345 +96,260 +86%
SFI
43
SPC Financial Inc
Maryland
$19.5M 191,677 -551 -0.3%
SL
44
Salomon & Ludwin
Virginia
$19.1M 187,840 -8,627 -4%
FMC
45
First Merchants Corp
Indiana
$18.7M 183,686 -988 -0.5%
PAG
46
Private Advisor Group
New Jersey
$17M 166,353 +49,464 +42%
FAM
47
Flaharty Asset Management
Florida
$16.6M 162,617 -5,249 -3%
DCM
48
Dupont Capital Management
Delaware
$16.4M 161,058 -67,950 -30%
AI
49
Accredited Investors
Minnesota
$15.6M 153,522 +153,522 New
JMF
50
Johnson Midwest Financial
Iowa
$14.9M 146,264 +146,264 New
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