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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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
–

Top Buyers

1
AF
1
Allworth Financial
California
$46.9M
2
FCAS
2
First Command Advisory Services
Texas
$864M
3
LPL Financial
3
LPL Financial
California
$80.3M
4
UBS Group
4
UBS Group
Switzerland
$227M
5
RJA
5
Raymond James & Associates
Florida
$82.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$388M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17M
3
Wells Fargo
3
Wells Fargo
California
$597M
4
HF
4
HRT Financial
New York
$0
5
FC
5
Ferris Capital
Massachusetts
$673K
Name Market Value Shares Shares
Change 		Shares
Change %
EE
76
EWG Elevate
California
$9.9M 93,055 -8,534 -8%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$9.89M 93,835 +12,795 +16%
AMG
78
Asset Management Group
Connecticut
$9.86M 93,631 -3,079 -3%
SFP
79
Sterling Financial Planning
New Jersey
$9.73M 92,358 -1,318 -1%
EPP
80
ETF Portfolio Partners
Kansas
$9.72M 92,303 -35,414 -28%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$9.41M 89,369 -1,145 -1%
HCM
82
Hudson Capital Management
New Jersey
$9.33M 89,598 +725 +0.8%
CFB
83
Cullen/Frost Bankers
Texas
$9.28M 88,060 +11,691 +15%
CFA
84
Camarda Financial Advisors
Florida
$9.25M 87,786 +87,786 New
MWM
85
Mattern Wealth Management
Kansas
$9.2M 90,033 -10,542 -10%
FHB
86
First Hawaiian Bank
Hawaii
$9.14M 86,717 -2,901 -3%
CCFM
87
Clear Creek Financial Management
Washington
$9.11M 86,435 +86,435 New
KAS
88
Kestra Advisory Services
Texas
$9.02M 85,648 -1,499 -2%
UWPG
89
Ullmann Wealth Partners Group
Florida
$8.51M 80,801 +2,670 +3%
SPC
90
Sigma Planning Corp
Michigan
$8.47M 80,411 -26,173 -25%
WWM
91
Windsor Wealth Management
Indiana
$8.43M 80,015 +23,780 +42%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$8.09M 76,759 -10,191 -12%
Mariner
93
Mariner
Kansas
$7.91M 75,122 +1,502 +2%
US Bancorp
94
US Bancorp
Minnesota
$7.82M 74,191 -2,617 -3%
ACA
95
Ascension Capital Advisors
Texas
$7.74M 73,436 +676 +0.9%
GLA
96
Great Lakes Advisors
Illinois
$7.64M 72,497 -622 -0.9%
MA
97
Mutual Advisors
Nebraska
$7.4M 70,209 +5,288 +8%
NFG
98
Nations Financial Group
Iowa
$7.11M 67,494 +47,613 +239%
HFG
99
Heron Financial Group
New York
$7.1M 67,373 +625 +0.9%
M&T Bank
100
M&T Bank
New York
$6.86M 65,101 +333 +0.5%
2 3
4
5 6