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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.

New
Increased
Maintained
Reduced
Closed
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 %
WAS
576
Wealth Advisory Solutions
Indiana
$3K +$426 +3,968 +17%
EARNEST Partners
577
EARNEST Partners
Georgia
$2K -$26.8K -255 -93%
QCG
578
Quadrant Capital Group
Ohio
$2K
CWC
579
Carolinas Wealth Consulting
North Carolina
$1K
LDFR
580
Lehman & Derafelo Financial Resources
Pennsylvania
$1K
BBHC
581
Brown Brothers Harriman & Co
New York
$247 -$144 -1,416 -37%
SWM
582
Sugarloaf Wealth Management
Georgia
$16 +$15 +3,095 +1,934%
FI
583
FormulaFolio Investments
Michigan
-$4.74M -54,960 Closed
JG
584
Jefferies Group
New York
-$863K -10,000 Closed
BA
585
Bridge Advisory
California
-$526K -6,090 Closed
SW
586
SkyOak Wealth
Michigan
-$433K -5,015 Closed
CA
587
Cetera Advisors
Colorado
-$375K -4,348 Closed
EWA
588
Encompass Wealth Advisors
Oregon
-$312K -3,611 Closed
TRCT
589
Tower Research Capital (TRC)
New York
-$310K -3,590 Closed
Principal Financial Group
590
Principal Financial Group
Iowa
-$303K -3,512 Closed
BUB
591
BBVA USA Bancshares
Texas
-$225K -2,602 Closed
BSSFA
592
Baron Silver Stevens Financial Advisors
Florida
-$219K -2,549 Closed
LWM
593
Lyell Wealth Management
California
-$212K -2,460 Closed
BFPW
594
BOK Financial Private Wealth
Colorado
-$200K -2,321 Closed
PC
595
Permanens Capital
New York
-$200K -2,316 Closed
CDIA
596
Capital Directions Investment Advisors
Georgia
-$157K -1,822 Closed
RWA
597
Ropes Wealth Advisors
Massachusetts
-$146K -1,686 Closed
HWA
598
HCR Wealth Advisors
California
-$99K -1,372 Closed
EA
599
Elm Advisors
California
-$109K -1,260 Closed
BDWCC
600
B&D White Capital Company
Texas
-$56K -650 Closed