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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 %
SFP
76
Sterling Financial Planning
New Jersey
$9.55M 93,676 -221 -0.2%
PFA
77
Pinnacle Family Advisors
Missouri
$9.51M 93,321 +93,321 New
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$9.23M 90,514 +2,393 +3%
FHB
79
First Hawaiian Bank
Hawaii
$9.14M 89,618 -5,067 -5%
HCM
80
Hudson Capital Management
New Jersey
$9.06M 88,873 +1,038 +1%
KAS
81
Kestra Advisory Services
Texas
$8.88M 87,147 +32,366 +59%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$8.86M 86,950 +80,714 +1,294%
Betterment LLC
83
Betterment LLC
New York
$8.61M 84,417 -48,252 -36%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$8.26M 81,040 -2,511 -3%
HF
85
HRT Financial
New York
$8.03M 78,824 +61,661 +359%
UWPG
86
Ullmann Wealth Partners Group
Florida
$7.96M 78,131 +1,875 +2%
SI
87
Stephens Inc
Arkansas
$7.91M 77,637 +16,083 +26%
US Bancorp
88
US Bancorp
Minnesota
$7.83M 76,808 +7,350 +11%
CFB
89
Cullen/Frost Bankers
Texas
$7.78M 76,369 +849 +1%
Mariner
90
Mariner
Kansas
$7.5M 73,620 -1,434 -2%
GLA
91
Great Lakes Advisors
Illinois
$7.45M 73,119 -224 -0.3%
ACA
92
Ascension Capital Advisors
Texas
$7.42M 72,760 +72,760 New
IA
93
IFP Advisors
Florida
$7.42M 72,681 +59,966 +472%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$7.41M 72,654 +14,381 +25%
HFG
95
Heron Financial Group
New York
$6.89M 66,748 +8,103 +14%
MA
96
Mutual Advisors
Nebraska
$6.62M 64,921 +64,921 New
M&T Bank
97
M&T Bank
New York
$6.6M 64,768 -31,697 -33%
RCAG
98
Rehmann Capital Advisory Group
Michigan
$6.53M 64,040 +19,306 +43%
Members Trust
99
Members Trust
Florida
$6.44M 63,215 -937 -1%
Creative Planning
100
Creative Planning
Kansas
$6.34M 62,169 -309 -0.5%