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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 %
SIAP
526
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K
GAM
527
Grandview Asset Management
Pennsylvania
$31K +$31K +300 New
GEA
528
Glen Eagle Advisors
New Jersey
$30.6K
SIC
529
Salem Investment Counselors
North Carolina
$30K -$38.8K -380 -56%
Kayne Anderson Rudnick Investment Management
530
Kayne Anderson Rudnick Investment Management
California
$29K -$311 -3 -1%
AA
531
Ancora Advisors
Ohio
$29K +$24.9K +240 +600%
PMFA
532
Plante Moran Financial Advisors
Michigan
$28K -$46.7K -460 -63%
IBOK
533
Independence Bank of Kentucky
Kentucky
$28K
BFC
534
Bedel Financial Consulting
Indiana
$28K
FCM
535
Firestone Capital Management
Florida
$28K
CICI
536
Capital Investment Counsel Inc
North Carolina
$27K
CTB
537
Country Trust Bank
Illinois
$26K -$1.52K -15 -6%
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K
PSB
539
Piscataqua Savings Bank
New Hampshire
$24K +$24K +234 New
PCFFS
540
Pacific Center for Financial Services
California
$22K
SWM
541
Spire Wealth Management
Virginia
$22K +$22K +214 New
EW
542
Element Wealth
Mississippi
$20K
OCM
543
Orion Capital Management
California
$20K
CFGS
544
Concourse Financial Group Securities
Alabama
$18K
OSNBOA
545
Old Second National Bank of Aurora
Illinois
$18K
CBT
546
CoreFirst Bank & Trust
Kansas
$18K
LGWM
547
Litman Gregory Wealth Management
California
$17K
GWSG
548
GPS Wealth Strategies Group
Colorado
$17K +$17K +168 New
BCWM
549
Bartlett & Co Wealth Management
Ohio
$15.1K
BC
550
Bartlett & Co
Ohio
$15K