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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 %
RMDI
476
R.M. Davis Inc
Maine
$204K 1,984
HI
477
Harbour Investments
Wisconsin
$203K 1,966 +224 +13%
FRA
478
Front Row Advisors
California
$168K 1,633
BW
479
Bison Wealth
Georgia
$165K 1,600 -1,496 -48%
KIG
480
Kowal Investment Group
Wisconsin
$155K 1,500 +1,500 New
JEST
481
JTC Employer Solutions Trustee
Jersey
$154K 1,496
ST
482
Smithfield Trust
Pennsylvania
$147K 1,422 +568 +67%
BFEC
483
Benjamin F. Edwards & Company
Missouri
$143K 1,390 -849 -38%
SMG
484
Spectrum Management Group
Indiana
$143K 1,384
EI
485
Ellevest Inc
New York
$139K 1,350
SMA
486
Sage Mountain Advisors
Georgia
$138K 1,338
JGIA
487
Jackson Grant Investment Advisers
Connecticut
$137K 1,327 +7 +0.5%
Vontobel Holding
488
Vontobel Holding
Switzerland
$135K 1,313
BA
489
Ballast Advisors
Minnesota
$134K 1,296
CIA
490
Choate Investment Advisors
Massachusetts
$133K 1,295 -245 -16%
DI
491
Disciplined Investments
Oklahoma
$125K 1,214 -838 -41%
SSC
492
Syverson Strege & Co
Iowa
$124K 1,204
LB
493
Legacy Bridge
Iowa
$122K 1,185
PFBT
494
Parkside Financial Bank & Trust
Missouri
$117K 1,138
EVM
495
Eaton Vance Management
Massachusetts
$107K 3,040
COCM
496
Charter Oak Capital Management
New Hampshire
$106K 1,026 -235 -19%
ONST
497
Old North State Trust
North Carolina
$105K 1,017 +199 +24%
AFG
498
Albion Financial Group
Utah
$103K 1,000
TFO
499
Tarbox Family Office
California
$99K 959 +5 +0.5%
FPB
500
First PREMIER Bank
South Dakota
$98K 950