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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 Holding Trade Value Shares
Change
Shares
Change %
FP
551
Financial Perspectives
Minnesota
$27.6K -$2.79M -26,444 -99%
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
CTB
553
Country Trust Bank
Illinois
$27K
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$26K -$5.2K -50 -17%
PAIM
555
Punch & Associates Investment Management
Minnesota
$26K +$26K +250 New
PSB
556
Piscataqua Savings Bank
New Hampshire
$25K
BU
557
BBVA USA
Alabama
$24K +$24K +226 New
PCFFS
558
Pacific Center for Financial Services
California
$23K
EW
559
Element Wealth
Mississippi
$21K
OCM
560
Orion Capital Management
California
$21K
BWL
561
Bogart Wealth LLC
Virginia
$21K +$15.1K +140 +255%
BAM
562
Baldrige Asset Management
Pennsylvania
$21K +$21K +200 New
NSIM
563
North Star Investment Management
Illinois
$20K +$20K +187 New
CBT
564
CoreFirst Bank & Trust
Kansas
$19K
OSNBOA
565
Old Second National Bank of Aurora
Illinois
$19K
GWSG
566
GPS Wealth Strategies Group
Colorado
$18K
ED
567
Exane Derivatives
France
$17.2K +$17.2K +165 New
SWM
568
Sugarloaf Wealth Management
Georgia
$17K -$329K -3,095 -95%
BC
569
Bartlett & Co
Ohio
$16K
BCWM
570
Bartlett & Co Wealth Management
Ohio
$15.6K
RCM
571
Rain Capital Management
Oregon
$15K +$102 +1 +0.7%
JWBC
572
John W. Brooker & Co
California
$13K -$959 -9 -7%
SBL
573
Sargent Bickham Lagudis
Colorado
$13K
LAS
574
Lloyd Advisory Services
Georgia
$13K +$107 +1 +0.8%
SWM
575
Spire Wealth Management
Virginia
$12K -$11.1K -103 -48%