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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 %
SBL
576
Sargent Bickham Lagudis
Colorado
$13K 124
LWA
577
Lenox Wealth Advisors
New York
$12K 114
LS
578
Leelyn Smith
Illinois
$12K 118
SWM
579
Spire Wealth Management
Virginia
$11K 111
BCMIO
580
Beacon Capital Management Inc (Ohio)
Ohio
$10K 97 +97 New
CG
581
Cutler Group
California
$10K 100 +100 New
PCTC
582
Perkins Coie Trust Company
Washington
$9K 85
GLLW
583
Graves Light Lenhart Wealth
Virginia
$9K 92
TF
584
Tompkins Financial
New York
$9K 88 +88 New
MFT
585
Moisand Fitzgerald Tamayo
Florida
$8K 78
OSAM
586
O'Shaughnessy Asset Management
Connecticut
$8K 74
JPLA
587
Joseph P. Lucia & Associates
New York
$8K 78
PA
588
Parallel Advisors
California
$8K 77 +77 New
MCM
589
MV Capital Management
Maryland
$7K 72
TFM
590
TFC Financial Management
Massachusetts
$6K 58
KFS
591
Kelly Financial Services
Massachusetts
$5.14K 50 -5,182 -99%
UFF
592
USA Financial Formulas
Michigan
$5K 49 -24 -33%
RMC
593
Resources Management Corp
Connecticut
$5K 50
TCWM
594
Total Clarity Wealth Management
Illinois
$5K 48 +48 New
HWA
595
HHM Wealth Advisors
Tennessee
$5K 53 +53 New
HPC
596
HM Payson & Co
Maine
$4K 40
HI
597
Hudock Inc
Pennsylvania
$4K 44
POIA
598
Pin Oak Investment Advisors
Texas
$4K 42
CI
599
Cordant Inc
Oregon
$4K 40 +36 +900%
MWM
600
Mascoma Wealth Management
New Hampshire
$4K 39 +39 New