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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 %
Stifel Financial
51
Stifel Financial
Missouri
$15.6M 147,936 +3,753 +3%
PRS
52
Pinkerton Retirement Specialists
Idaho
$14.8M 140,699 +2,711 +2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$14.7M 137,089 +136,313 +17,566%
DCM
54
Dupont Capital Management
Delaware
$14.7M 139,403 -21,655 -13%
SAF
55
Smith Anglin Financial
Texas
$14.6M 138,904 +13,458 +11%
AWM
56
AE Wealth Management
Kansas
$14.2M 134,569 -1,535 -1%
LFS
57
Lutz Financial Services
Nebraska
$14.2M 134,355 -1,282 -0.9%
MWM
58
Merriman Wealth Management
Washington
$13.7M 129,958 -14,839 -10%
CAL
59
Capital Advisors Ltd
Ohio
$13.1M 124,609 +364 +0.3%
CC
60
Courier Capital
New York
$13.1M 124,252 +139 +0.1%
TYCC
61
Texas Yale Capital Corp
Florida
$12.7M 120,128 -192 -0.2%
GIA
62
GHP Investment Advisors
Colorado
$12M 114,214 -316 -0.3%
BEC
63
Blue Edge Capital
Virginia
$11.8M 111,620 -279 -0.2%
EIP
64
Ellis Investment Partners
Pennsylvania
$11.7M 110,998 +758 +0.7%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$11.7M 110,897 +16,352 +17%
PFA
66
Pinnacle Family Advisors
Missouri
$11.7M 110,793 +17,472 +19%
IA
67
IFP Advisors
Florida
$11.2M 106,485 +33,804 +47%
HighTower Advisors
68
HighTower Advisors
Illinois
$11.2M 106,050 +12,089 +13%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$11.2M 105,955 +33,301 +46%
KPCM
70
Kings Point Capital Management
New York
$10.5M 99,980 -187 -0.2%
RFM
71
Royal Fund Management
Florida
$10.5M 99,552 -2,327 -2%
SPIA
72
Steward Partners Investment Advisory
New York
$10.4M 98,975 -31,050 -24%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$10.1M 96,346 +12 +0%
SI
74
Stephens Inc
Arkansas
$10.1M 96,279 +18,642 +24%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$9.92M 93,354 -3,172 -3%