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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.

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 %
RCM
551
Rain Capital Management
Oregon
$15K +$15K +146 New
JWBC
552
John W. Brooker & Co
California
$13K -$4.47K -45 -26%
SBL
553
Sargent Bickham Lagudis
Colorado
$13K
LS
554
Leelyn Smith
Illinois
$12K
LAS
555
Lloyd Advisory Services
Georgia
$12K +$12K +120 New
TFS
556
TrustCore Financial Services
Tennessee
$11K
SIS
557
Sound Income Strategies
Florida
$10.6K
LFG
558
Larson Financial Group
Missouri
$10K
PCTC
559
Perkins Coie Trust Company
Washington
$9K -$2.86K -27 -24%
TF
560
Tompkins Financial
New York
$9K
GLLW
561
Graves Light Lenhart Wealth
Virginia
$9K
MFT
562
Moisand Fitzgerald Tamayo
Florida
$8K
JPLA
563
Joseph P. Lucia & Associates
New York
$8K
MCM
564
MV Capital Management
Maryland
$7K
UFF
565
USA Financial Formulas
Michigan
$7K +$7K +73 New
BWL
566
Bogart Wealth LLC
Virginia
$6K +$6K +55 New
AIC
567
Ameritas Investment Company
Nebraska
$5.71K -$335K -3,289 -98%
KFS
568
Kelly Financial Services
Massachusetts
$5.05K +$101 +1 +2%
RMC
569
Resources Management Corp
Connecticut
$5K
TCWM
570
Total Clarity Wealth Management
Illinois
$5K +$5K +48 New
YAL
571
Your Advocates Ltd
Texas
$4K -$41.1K -370 -91%
SFSIG
572
San Francisco Sentry Investment Group
California
$4K
HI
573
Hudock Inc
Pennsylvania
$4K
HPC
574
HM Payson & Co
Maine
$4K
BFG
575
Baron Financial Group
New Jersey
$3.47K