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iShares S&P Mid-Cap 400 Value ETF

659 hedge funds and large institutions have $6.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 40 closing their positions.

Holders
659
Holders Change
+53
Holders Change %
+8.75%
% of All Funds
10.18%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.56%
New
107
Increased
216
Reduced
155
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAF
51
Smith Anglin Financial
Texas
$17.4M +$2.6M +23,449 +18%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$16.7M -$347K -3,137 -2%
JE
53
JMAC Enterprises
Pennsylvania
$15.7M +$15.7M +146,865 New
Lido Advisors
54
Lido Advisors
California
$15.7M +$768K +6,939 +5%
PRS
55
Pinkerton Retirement Specialists
Idaho
$15.7M +$3.32M +29,954 +27%
HighTower Advisors
56
HighTower Advisors
Illinois
$15.5M +$4.27M +38,628 +38%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$15.5M -$804K -7,220 -5%
LFS
58
Lutz Financial Services
Nebraska
$14.8M -$49.9K -451 -0.3%
CAL
59
Capital Advisors Ltd
Ohio
$14.1M +$168K +1,518 +1%
CFB
60
Cullen/Frost Bankers
Texas
$13.6M +$2.92M +26,423 +27%
CC
61
Courier Capital
New York
$13.5M +$101K +916 +0.8%
BEC
62
Blue Edge Capital
Virginia
$13.3M +$682K +6,158 +5%
Mariner
63
Mariner
Kansas
$13.2M +$666K +6,021 +5%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$13M +$123K +1,115 +1%
TYCC
65
Texas Yale Capital Corp
Florida
$12.9M -$7.53K -68 -0.1%
GIA
66
GHP Investment Advisors
Colorado
$12.6M -$55.8K -504 -0.4%
EIP
67
Ellis Investment Partners
Pennsylvania
$12.4M -$49.5K -447 -0.4%
PAG
68
Private Advisor Group
New Jersey
$11.8M -$12M -108,783 -50%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$11.7M +$1.57M +14,942 +16%
SPIA
70
Steward Partners Investment Advisory
New York
$11.1M +$252K +2,279 +2%
MWM
71
Mattern Wealth Management
Kansas
$11.1M +$1.18M +10,675 +12%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$11.1M +$323K +2,922 +3%
MWM
73
Merriman Wealth Management
Washington
$11M -$249K -2,253 -2%
AWM
74
AE Wealth Management
Kansas
$11M +$5.36M +48,435 +95%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$10.8M +$54.3K +491 +0.5%