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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 %
ANBT
526
American National Bank & Trust
Texas
$48K 468
SQA
527
Simon Quick Advisors
New Jersey
$47K 460
CHC
528
City Holding Co
West Virginia
$47K 455
Qube Research & Technologies (QRT)
529
Qube Research & Technologies (QRT)
United Kingdom
$47K 453 +453 New
CCM
530
Covington Capital Management
California
$46K 443 +69 +18%
Koshinski Asset Management
531
Koshinski Asset Management
Illinois
$44.5K 432 +432 New
SSB
532
Sandy Spring Bank
Maryland
$43K 411
TWM
533
Tradition Wealth Management
Minnesota
$42K 410
LWM
534
Liberty Wealth Management
California
$42K 412
ZB
535
Zions Bancorporation
Utah
$41K 400
CA
536
Crewe Advisors
Utah
$39K 380
OC
537
Oakworth Capital
Alabama
$38K 365
GI
538
Gradient Investments
Minnesota
$37K 356
HFS
539
Hantz Financial Services
Michigan
$35K 338
FA
540
Flagstar Advisors
New York
$34K 327 +327 New
PMFA
541
Plante Moran Financial Advisors
Michigan
$33K 317
TFS
542
TrustCore Financial Services
Tennessee
$32K 310
SIAP
543
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K 308
FFA
544
Founders Financial Alliance
North Carolina
$31K 298
SIC
545
Salem Investment Counselors
North Carolina
$30K 294
Kayne Anderson Rudnick Investment Management
546
Kayne Anderson Rudnick Investment Management
California
$30K 293 +13 +5%
BWM
547
BerganKDV Wealth Management
Minnesota
$29K 277
AA
548
Ancora Advisors
Ohio
$29K 280
FCM
549
Firestone Capital Management
Florida
$28K 270
BFC
550
Bedel Financial Consulting
Indiana
$28K 272