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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 %
MHR
501
Matthew Hamilton Rosenberg
$96K 930 +930 New
SAM
502
S.A. Mason
Michigan
$91K 880
CHA
503
Carmichael Hill & Associates
Maryland
$81K 785 -15 -2%
RDFA
504
Ritter Daniher Financial Advisory
Ohio
$77K 744
GAM
505
Gemmer Asset Management
California
$75K 732 -652 -47%
TAM
506
Townsend Asset Management
North Carolina
$75K 725 +725 New
CFFP
507
Center for Financial Planning
Michigan
$68K 660
TIM
508
Tortoise Investment Management
New York
$68K 656
KTC
509
Kistler-Tiffany Companies
Pennsylvania
$66K 645 +3 +0.5%
MIM
510
Macroview Investment Management
Maryland
$65K 628 +84 +15%
AW
511
Alaethes Wealth
Nevada
$63K 610
AC
512
AlphaCore Capital
California
$62K 600 +600 New
KFI
513
Key Financial Inc
Pennsylvania
$60K 578
LFG
514
Larson Financial Group
Missouri
$60K 582 +482 +482%
CIAS
515
Capital Investment Advisory Services
North Carolina
$59K 568
ETI
516
Enterprise Trust & Investment
California
$58K 566 +566 New
SC
517
Steph & Co
Wisconsin
$57K 551
S
518
SignatureFD
Georgia
$56K 548 -47 -8%
GEA
519
Glen Eagle Advisors
New Jersey
$54.6K 530
RP
520
Rice Partnership
Hawaii
$54K 528
CFN
521
Cordasco Financial Network
Florida
$53K 514
FF
522
FourThought Financial
Florida
$51K 498
TFGT
523
TS Financial Group (TSFG)
Illinois
$51K 498
TWA
524
TCI Wealth Advisors
Arizona
$49K 472
IBOK
525
Independence Bank of Kentucky
Kentucky
$48K 466