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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 %
RFWA
476
RPg Family Wealth Advisory
Massachusetts
$210K 1,994 +1,994 New
RMDI
477
R.M. Davis Inc
Maine
$209K 1,984 -494 -20%
NWS
478
Newport Wealth Strategies
California
$209K 1,980 – –
Brown Advisory
479
Brown Advisory
Maryland
$206K 1,951 -291 -13%
JFA
480
Johanson Financial Advisors
California
$205K 1,981 +6 +0.3%
PGA
481
Portland Global Advisors
Maine
$204K 1,934 +1,934 New
RRC
482
Relaxing Retirement Coach
Massachusetts
$204K 1,940 +1,940 New
AFP
483
Ausdal Financial Partners
Iowa
$203K 1,925 +1,925 New
HI
484
Harbour Investments
Wisconsin
$184K 1,742 +49 +3%
TRCT
485
Tower Research Capital (TRC)
New York
$173K 1,633 +1,633 New
FRA
486
Front Row Advisors
California
$169K 1,633 -93 -5%
CIA
487
Choate Investment Advisors
Massachusetts
$162K 1,540 – –
JEST
488
JTC Employer Solutions Trustee
Jersey
$158K 1,496 +1,496 New
SMG
489
Spectrum Management Group
Indiana
$146K 1,384 – –
GAM
490
Gemmer Asset Management
California
$146K 1,384 +74 +6%
EI
491
Ellevest Inc
New York
$142K 1,350 – –
SMA
492
Sage Mountain Advisors
Georgia
$141K 1,338 – –
JGIA
493
Jackson Grant Investment Advisers
Connecticut
$139K 1,320 +4 +0.3%
Vontobel Holding
494
Vontobel Holding
Switzerland
$138K 1,313 +1,313 New
BA
495
Ballast Advisors
Minnesota
$137K 1,296 – –
COCM
496
Charter Oak Capital Management
New Hampshire
$133K 1,261 +25 +2%
SSC
497
Syverson Strege & Co
Iowa
$127K 1,204 – –
LB
498
Legacy Bridge
Iowa
$125K 1,185 +385 +48%
PFBT
499
Parkside Financial Bank & Trust
Missouri
$120K 1,138 – –
AFG
500
Albion Financial Group
Utah
$105K 1,000 +1,000 New
18 19
20
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