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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 %
CICI
551
Capital Investment Counsel Inc
North Carolina
$27K 266
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K 254
CTB
553
Country Trust Bank
Illinois
$27K 266 +10 +4%
FP
554
Financial Perspectives
Minnesota
$27K 262
PAIM
555
Punch & Associates Investment Management
Minnesota
$26K 250
PSB
556
Piscataqua Savings Bank
New Hampshire
$24K 234
PCFFS
557
Pacific Center for Financial Services
California
$23K 220
BU
558
BBVA USA
Alabama
$23K 226
Barclays
559
Barclays
United Kingdom
$23K 227 +227 New
NSIM
560
North Star Investment Management
Illinois
$22K 217 +30 +16%
LC
561
Lindbrook Capital
California
$21K 200 -200 -50%
EW
562
Element Wealth
Mississippi
$21K 200
OCM
563
Orion Capital Management
California
$21K 200
BAM
564
Baldrige Asset Management
Pennsylvania
$21K 200
YAL
565
Your Advocates Ltd
Texas
$21K 206 +170 +472%
CDIA
566
Capital Directions Investment Advisors
Georgia
$18K 178 -742 -81%
CBT
567
CoreFirst Bank & Trust
Kansas
$18K 176
OSNBOA
568
Old Second National Bank of Aurora
Illinois
$18K 176
ED
569
Exane Derivatives
France
$17K 165
GWSG
570
GPS Wealth Strategies Group
Colorado
$17K 168
SWM
571
Sugarloaf Wealth Management
Georgia
$16K 160
BWL
572
Bogart Wealth LLC
Virginia
$15K 146 -49 -25%
RCM
573
Rain Capital Management
Oregon
$15K 147
BL
574
Balentine LLC
Georgia
$14K 136 +136 New
LAS
575
Lloyd Advisory Services
Georgia
$13K 121