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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 Market Value Shares Shares
Change
Shares
Change %
LS
576
Leelyn Smith
Illinois
$12K 118
LWA
577
Lenox Wealth Advisors
New York
$12K 114 +114 New
LFG
578
Larson Financial Group
Missouri
$11K 100
GLLW
579
Graves Light Lenhart Wealth
Virginia
$10K 92
PCTC
580
Perkins Coie Trust Company
Washington
$9K 85
MFT
581
Moisand Fitzgerald Tamayo
Florida
$8K 78
JPLA
582
Joseph P. Lucia & Associates
New York
$8K 78
UFF
583
USA Financial Formulas
Michigan
$8K 73
MCM
584
MV Capital Management
Maryland
$8K 72
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$8K 74 +74 New
AssetMark Inc
586
AssetMark Inc
California
$7K 63 +59 +1,475%
TAM
587
Tucker Asset Management
Colorado
$6.22K 59 +59 New
TFM
588
TFC Financial Management
Massachusetts
$6K 58 +58 New
RMC
589
Resources Management Corp
Connecticut
$5K 50
HI
590
Hudock Inc
Pennsylvania
$4K 44
YAL
591
Your Advocates Ltd
Texas
$4K 36
SFSIG
592
San Francisco Sentry Investment Group
California
$4K 36
HPC
593
HM Payson & Co
Maine
$4K 40
POIA
594
Pin Oak Investment Advisors
Texas
$4K 42 +42 New
BFG
595
Baron Financial Group
New Jersey
$2.53K 24 -10 -29%
FIG
596
FundX Investment Group
California
$2.32K 440,527 +433,931 +6,579%
QCG
597
Quadrant Capital Group
Ohio
$2K 16
CWC
598
Carolinas Wealth Consulting
North Carolina
$1K 8
LDFR
599
Lehman & Derafelo Financial Resources
Pennsylvania
$1K 6
BBHC
600
Brown Brothers Harriman & Co
New York
$255 2,422