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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.

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 Market Value Shares Shares
Change
Shares
Change %
FIG
26
FundX Investment Group
California
$42.2M 409,825 -30,702 -7%
BCM
27
Brookstone Capital Management
Illinois
$41.6M 392,747 +126,823 +48%
BFG
28
Barber Financial Group
Kansas
$38.6M 374,507 -136,403 -27%
BF
29
BOK Financial
Oklahoma
$36.8M 357,400 +357,400 New
Osaic Holdings
30
Osaic Holdings
Arizona
$36M 349,547 +12,403 +4%
WJA
31
Willis Johnson & Associates
Texas
$35.8M 347,454 +11,949 +4%
AA
32
Alesco Advisors
New York
$34.4M 333,732 -539 -0.2%
AI
33
Accredited Investors
Minnesota
$33.6M 326,493 +68,574 +27%
EH
34
Equitable Holdings
New York
$33.4M 324,007 -2,305 -0.7%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$32.9M 319,255 +12,436 +4%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$30.7M 298,261 -8,304 -3%
MCM
37
MAI Capital Management
Ohio
$30.1M 292,219 +4,132 +1%
1IA
38
1834 Investment Advisors
Wisconsin
$29.6M 287,285 +7,596 +3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$28.4M 275,965 -93,239 -25%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$27.7M 268,970 +17,255 +7%
RCA
41
Rex Capital Advisors
Rhode Island
$26.4M 256,002 +102 +0%
DPIM
42
Duff & Phelps Investment Management
Illinois
$24M 232,460
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$23.1M 223,798 -17,880 -7%
KeyBank National Association
44
KeyBank National Association
Ohio
$22.3M 216,717 -4,766 -2%
PAG
45
Private Advisor Group
New Jersey
$22.2M 215,536 +29,616 +16%
SL
46
Salomon & Ludwin
Virginia
$19.6M 190,228 +561 +0.3%
FMC
47
First Merchants Corp
Indiana
$18.5M 179,295 -2,469 -1%
JMF
48
Johnson Midwest Financial
Iowa
$18.3M 177,521 +27,887 +19%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$17.6M 171,564 +99,339 +138%
SFI
50
SPC Financial Inc
Maryland
$17.5M 170,002 +862 +0.5%