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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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
–

Top Buyers

1
AF
1
Allworth Financial
California
$46.9M
2
FCAS
2
First Command Advisory Services
Texas
$864M
3
LPL Financial
3
LPL Financial
California
$80.3M
4
UBS Group
4
UBS Group
Switzerland
$227M
5
RJA
5
Raymond James & Associates
Florida
$82.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$388M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17M
3
Wells Fargo
3
Wells Fargo
California
$597M
4
HF
4
HRT Financial
New York
$0
5
FC
5
Ferris Capital
Massachusetts
$673K
Name Market Value Shares Shares
Change 		Shares
Change %
HF
601
HRT Financial
New York
– – -78,824 Closed
FA
602
FMA Advisory
Pennsylvania
– – -32,415 Closed
SAG
603
Spotlight Asset Group
Illinois
– – -23,245 Closed
Millennium Management
604
Millennium Management
New York
– – -6,057 Closed
TSS
605
Two Sigma Securities
New York
– – -5,185 Closed
MG
606
Mather Group
Illinois
– – -3,257 Closed
VFA
607
Voya Financial Advisors
Connecticut
– – -2,978 Closed
GSAM
608
Grant Street Asset Management
Pennsylvania
– – -2,942 Closed
AP
609
Appleton Partners
Massachusetts
– – -2,620 Closed
BF
610
Blankinship & Foster
California
– – -2,600 Closed
SS
611
Simplicity Solutions
Minnesota
– – -2,338 Closed
Fisher Asset Management
612
Fisher Asset Management
Washington
– – -2,269 Closed
LFAS
613
Level Four Advisory Services
Texas
– – -2,034 Closed
TPWA
614
TRUE Private Wealth Advisors
Oregon
– – -1,994 Closed
IAIM
615
International Assets Investment Management
Florida
– – -1,665 Closed
E
616
Ergoteles
New York
– – -938 Closed
MF
617
Manchester Financial
California
– – -672 Closed
FP
618
Fiduciary Planning
Florida
– – -584 Closed
BCA
619
Berman Capital Advisors
Georgia
– – -580 Closed
EP
620
Eudaimonia Partners
Tennessee
– – -458 Closed
GAM
621
Grandview Asset Management
Pennsylvania
– – -300 Closed
LGWM
622
Litman Gregory Wealth Management
California
– – -166 Closed
SIS
623
Sound Income Strategies
Florida
– – -104 Closed
TCWM
624
Total Clarity Wealth Management
Illinois
– – -48 Closed
CI
625
Cordant Inc
Oregon
$0 4 – –
22 23 24
25
26