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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 %
FAM
51
Flaharty Asset Management
Florida
$17.3M 167,618 +3,672 +2%
KWP
52
Keystone Wealth Partners
Arizona
$16.6M 161,477 +12,511 +8%
PFG
53
Piershale Financial Group
Illinois
$16.2M 157,231 -131,825 -46%
Stifel Financial
54
Stifel Financial
Missouri
$16.1M 156,071 +8,135 +5%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$15.9M 154,026 -6,914 -4%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$15.4M 146,214 +9,125 +7%
Lido Advisors
57
Lido Advisors
California
$13.9M 135,111 -82,215 -38%
LFS
58
Lutz Financial Services
Nebraska
$13.8M 133,924 -431 -0.3%
SAF
59
Smith Anglin Financial
Texas
$13.7M 133,351 -5,553 -4%
CAL
60
Capital Advisors Ltd
Ohio
$13M 126,269 +1,660 +1%
CC
61
Courier Capital
New York
$12.4M 120,760 -3,492 -3%
PFA
62
Pinnacle Family Advisors
Missouri
$12.3M 119,312 +8,519 +8%
TYCC
63
Texas Yale Capital Corp
Florida
$12M 116,332 -3,796 -3%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$12M 116,312 +10,357 +10%
GIA
65
GHP Investment Advisors
Colorado
$11.8M 114,542 +328 +0.3%
BEC
66
Blue Edge Capital
Virginia
$11.7M 113,729 +2,109 +2%
Mariner
67
Mariner
Kansas
$11.7M 113,303 +38,181 +51%
EIP
68
Ellis Investment Partners
Pennsylvania
$11.6M 112,122 +1,124 +1%
PRS
69
Pinkerton Retirement Specialists
Idaho
$11.5M 111,662 -29,037 -21%
MWM
70
Merriman Wealth Management
Washington
$10.5M 102,069 -27,889 -21%
HighTower Advisors
71
HighTower Advisors
Illinois
$10.5M 101,914 -4,136 -4%
KPCM
72
Kings Point Capital Management
New York
$10.3M 99,490 -490 -0.5%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$10.1M 97,448 +4,094 +4%
SPIA
74
Steward Partners Investment Advisory
New York
$10.1M 98,140 -835 -0.8%
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
$10M 97,054 +3,219 +3%