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iShares S&P Mid-Cap 400 Value ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
EFSCE
476
Enterprise Financial Services Corp (EFSC)
Missouri
$134K
JGIA
477
Jackson Grant Investment Advisers
Connecticut
$134K +$509 +5 +0.4%
GAM
478
Gemmer Asset Management
California
$134K +$29.5K +288 +28%
BA
479
Ballast Advisors
Minnesota
$132K
COCM
480
Charter Oak Capital Management
New Hampshire
$126K -$27.2K -267 -18%
SSC
481
Syverson Strege & Co
Iowa
$123K
PFBT
482
Parkside Financial Bank & Trust
Missouri
$116K +$1.02K +10 +0.9%
TFO
483
Tarbox Family Office
California
$97K
FPB
484
First PREMIER Bank
South Dakota
$97K
E
485
Ergoteles
New York
$96K +$96K +938 New
SAM
486
S.A. Mason
Michigan
$90K
ST
487
Smithfield Trust
Pennsylvania
$87K
VFA
488
Valeo Financial Advisors
Indiana
$84K
ONST
489
Old North State Trust
North Carolina
$83K
LB
490
Legacy Bridge
Iowa
$82K
CHA
491
Carmichael Hill & Associates
Maryland
$81K
Bank of Montreal
492
Bank of Montreal
Ontario, Canada
$80K -$134K -1,304 -63%
RDFA
493
Ritter Daniher Financial Advisory
Ohio
$76K
CFFP
494
Center for Financial Planning
Michigan
$69K +$1.63K +16 +2%
MF
495
Manchester Financial
California
$68K
TIM
496
Tortoise Investment Management
New York
$67K
KTC
497
Kistler-Tiffany Companies
Pennsylvania
$65K +$305 +3 +0.5%
MIM
498
Macroview Investment Management
Maryland
$62K +$7.43K +73 +14%
S
499
SignatureFD
Georgia
$61K +$4.76K +47 +8%
FP
500
Fiduciary Planning
Florida
$60K +$205 +2 +0.3%