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

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.

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
–

Top Buyers

1
AF
1
Allworth Financial
California
$46.9M
2
FCAS
2
First Command Advisory Services
Texas
$864M
3
LPL Financial
3
LPL Financial
California
$80.3M
4
UBS Group
4
UBS Group
Switzerland
$227M
5
RJA
5
Raymond James & Associates
Florida
$82.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$388M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17M
3
Wells Fargo
3
Wells Fargo
California
$597M
4
HF
4
HRT Financial
New York
$0
5
FC
5
Ferris Capital
Massachusetts
$673K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$35.6M 337,144 -7,319 -2%
WJA
27
Willis Johnson & Associates
Texas
$35.3M 335,505 +879 +0.3%
AA
28
Alesco Advisors
New York
$35.2M 334,271 -3,258 -1%
EH
29
Equitable Holdings
New York
$34.4M 326,312 +734 +0.2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$32.3M 306,819 +11,623 +4%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$32.3M 306,565 -29,615 -9%
PFG
32
Piershale Financial Group
Illinois
$30.4M 289,056 +4,907 +2%
MCM
33
MAI Capital Management
Ohio
$30.3M 288,087 +9,039 +3%
1IA
34
1834 Investment Advisors
Wisconsin
$29.5M 279,689 -930 -0.3%
BCM
35
Brookstone Capital Management
Illinois
$27.7M 265,924 -2,230 -0.8%
AI
36
Accredited Investors
Minnesota
$27.2M 257,919 +104,397 +68%
RCA
37
Rex Capital Advisors
Rhode Island
$27M 255,900 +5,804 +2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$26.5M 251,715 +8,973 +4%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$25.5M 241,678 -24,359 -9%
DPIM
40
Duff & Phelps Investment Management
Illinois
$24.5M 232,460 +1,280 +0.6%
KeyBank National Association
41
KeyBank National Association
Ohio
$23.3M 221,483 -7,471 -3%
Lido Advisors
42
Lido Advisors
California
$22.9M 217,326 +8,981 +4%
SL
43
Salomon & Ludwin
Virginia
$20M 189,667 +1,827 +1%
PAG
44
Private Advisor Group
New Jersey
$19.6M 185,920 +19,567 +12%
FMC
45
First Merchants Corp
Indiana
$19.1M 181,764 -1,922 -1%
SFI
46
SPC Financial Inc
Maryland
$17.8M 169,140 -22,537 -12%
FAM
47
Flaharty Asset Management
Florida
$17.3M 163,946 +1,329 +0.8%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$17M 160,940 -181,347 -53%
JMF
49
Johnson Midwest Financial
Iowa
$15.8M 149,634 +3,370 +2%
KWP
50
Keystone Wealth Partners
Arizona
$15.7M 148,966 +11,543 +8%
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