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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.

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 Market Value Shares Shares
Change
Shares
Change %
MWM
51
Merriman Wealth Management
Washington
$14.8M 144,797 -3,338 -2%
Stifel Financial
52
Stifel Financial
Missouri
$14.7M 144,183 +57,483 +66%
PRS
53
Pinkerton Retirement Specialists
Idaho
$14.1M 137,988 +137,988 New
KWP
54
Keystone Wealth Partners
Arizona
$14M 137,423 +5,414 +4%
AWM
55
AE Wealth Management
Kansas
$13.9M 136,104 +94,476 +227%
LFS
56
Lutz Financial Services
Nebraska
$13.8M 135,637 -6,286 -4%
SPIA
57
Steward Partners Investment Advisory
New York
$13.3M 130,025 +20,105 +18%
EPP
58
ETF Portfolio Partners
Kansas
$13M 127,717 -9,864 -7%
SAF
59
Smith Anglin Financial
Texas
$12.8M 125,446 +28,120 +29%
CAL
60
Capital Advisors Ltd
Ohio
$12.7M 124,245 +337 +0.3%
CC
61
Courier Capital
New York
$12.7M 124,113 +420 +0.3%
TYCC
62
Texas Yale Capital Corp
Florida
$12.3M 120,320 -8,695 -7%
GIA
63
GHP Investment Advisors
Colorado
$11.7M 114,530 -2,219 -2%
BEC
64
Blue Edge Capital
Virginia
$11.4M 111,899 +5,238 +5%
EIP
65
Ellis Investment Partners
Pennsylvania
$11.2M 110,240 +2,413 +2%
SPC
66
Sigma Planning Corp
Michigan
$10.9M 106,584 +86,071 +420%
RFM
67
Royal Fund Management
Florida
$10.4M 101,879 +101,879 New
EE
68
EWG Elevate
California
$10.4M 101,589 +101,589 New
MWM
69
Mattern Wealth Management
Kansas
$10.3M 100,575 +96,325 +2,266%
KPCM
70
Kings Point Capital Management
New York
$10.2M 100,167 -10,087 -9%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$9.89M 96,526 -10,237 -10%
AMG
72
Asset Management Group
Connecticut
$9.86M 96,710 -164 -0.2%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$9.82M 96,334 -783 -0.8%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$9.64M 94,545 +39,551 +72%
HighTower Advisors
75
HighTower Advisors
Illinois
$9.57M 93,961 +7,295 +8%