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

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

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$111M
2
AssetMark Inc
2
AssetMark Inc
California
$86M
3
LPL Financial
3
LPL Financial
California
$112M
4
FCAS
4
First Command Advisory Services
Texas
$861M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$145M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$442M
2
Truist Financial
2
Truist Financial
North Carolina
$47.7M
3
Wells Fargo
3
Wells Fargo
California
$563M
4
DCM
4
Dupont Capital Management
Delaware
$0
5
BFG
5
Barber Financial Group
Kansas
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EPP
76
ETF Portfolio Partners
Kansas
$9.99M 96,971 +4,668 +5%
SI
77
Stephens Inc
Arkansas
$9.99M 96,922 +643 +0.7%
CFB
78
Cullen/Frost Bankers
Texas
$9.97M 96,768 +8,708 +10%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$9.95M 96,532 +186 +0.2%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$9.89M 95,955 -14,942 -13%
SFP
81
Sterling Financial Planning
New Jersey
$9.63M 93,490 +1,132 +1%
AMG
82
Asset Management Group
Connecticut
$9.51M 92,322 -1,309 -1%
HCM
83
Hudson Capital Management
New Jersey
$9.25M 89,806 +208 +0.2%
CIC
84
Chilton Investment Company
Connecticut
$9.25M 89,739 +89,739 New
WWM
85
Windsor Wealth Management
Indiana
$9.22M 87,639 +7,624 +10%
MWM
86
Mattern Wealth Management
Kansas
$9.21M 89,332 -701 -0.8%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$8.9M 86,334 -3,035 -3%
FHB
88
First Hawaiian Bank
Hawaii
$8.69M 84,350 -2,367 -3%
UWPG
89
Ullmann Wealth Partners Group
Florida
$8.69M 84,323 +3,522 +4%
NFG
90
Nations Financial Group
Iowa
$8.44M 81,869 +14,375 +21%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$8.24M 79,927 +3,168 +4%
Goldman Sachs
92
Goldman Sachs
New York
$8.23M 79,911 +50,937 +176%
RFM
93
Royal Fund Management
Florida
$7.99M 77,507 -22,045 -22%
IA
94
IFP Advisors
Florida
$7.53M 72,590 -33,895 -32%
HFG
95
Heron Financial Group
New York
$7.47M 72,458 +5,085 +8%
GLA
96
Great Lakes Advisors
Illinois
$7.23M 70,191 -2,306 -3%
US Bancorp
97
US Bancorp
Minnesota
$7.21M 69,937 -4,254 -6%
SIA
98
Soltis Investment Advisors
Utah
$6.58M 63,811 +6,030 +10%
M&T Bank
99
M&T Bank
New York
$6.57M 63,725 -1,376 -2%
Members Trust
100
Members Trust
Florida
$6.35M 60,538 -629 -1%
2 3
4
5 6