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iShares S&P Mid-Cap 400 Value ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
ANBT
526
American National Bank & Trust
Texas
$49K 468
IBOK
527
Independence Bank of Kentucky
Kentucky
$49K 466 +190 +69%
SQA
528
Simon Quick Advisors
New Jersey
$48K 460
CHC
529
City Holding Co
West Virginia
$48K 455
SSB
530
Sandy Spring Bank
Maryland
$43K 411
TWM
531
Tradition Wealth Management
Minnesota
$43K 410
LWM
532
Liberty Wealth Management
California
$43K 412
ZB
533
Zions Bancorporation
Utah
$42K 400
LC
534
Lindbrook Capital
California
$42K 400 +400 New
CA
535
Crewe Advisors
Utah
$40K 380
CCM
536
Covington Capital Management
California
$39K 374 +34 +10%
OC
537
Oakworth Capital
Alabama
$38K 365
GI
538
Gradient Investments
Minnesota
$38K 356
HFS
539
Hantz Financial Services
Michigan
$36K 338 +338 New
PMFA
540
Plante Moran Financial Advisors
Michigan
$33K 317 +41 +15%
TFS
541
TrustCore Financial Services
Tennessee
$33K 310 +200 +182%
SIAP
542
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K 308
FFA
543
Founders Financial Alliance
North Carolina
$31K 298
SIC
544
Salem Investment Counselors
North Carolina
$31K 294
BWM
545
BerganKDV Wealth Management
Minnesota
$29K 277 -200 -42%
AA
546
Ancora Advisors
Ohio
$29K 280
BFC
547
Bedel Financial Consulting
Indiana
$29K 272
Kayne Anderson Rudnick Investment Management
548
Kayne Anderson Rudnick Investment Management
California
$29K 280
FCM
549
Firestone Capital Management
Florida
$28K 270
CICI
550
Capital Investment Counsel Inc
North Carolina
$28K 266