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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 %
FC
101
Ferris Capital
Massachusetts
$6.31M 61,888
MIAN
102
Mariner Independent Advisor Network
Kansas
$6.14M 60,262 +60,262 New
APA
103
American Portfolios Advisors
New York
$5.92M 58,125 +49,624 +584%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$5.91M 57,935 +33,813 +140%
GT
105
Greenleaf Trust
Michigan
$5.84M 57,335 -1,461 -2%
CPSAC
106
Chas P. Smith & Associates (CPS)
Florida
$5.83M 57,144 -871 -2%
GIM
107
Goelzer Investment Management
Indiana
$5.76M 56,487 -1,657 -3%
WWM
108
Windsor Wealth Management
Indiana
$5.73M 56,235 +38,663 +220%
CA
109
Centerpoint Advisors
Massachusetts
$5.08M 49,880 -334 -0.7%
CWM
110
Cranbrook Wealth Management
Michigan
$5.03M 49,380 -6,455 -12%
MCG
111
MACRO Consulting Group
New Jersey
$5.01M 49,175 -7,228 -13%
MML Investors Services
112
MML Investors Services
Massachusetts
$4.94M 48,470 +2,387 +5%
RFC
113
Regions Financial Corp
Alabama
$4.93M 48,365 +173 +0.4%
CAN
114
Cetera Advisor Networks
California
$4.93M 48,351 -81 -0.2%
BFM
115
Broadview Financial Management
Wisconsin
$4.89M 47,998 -7,809 -14%
SNT
116
Security National Trust
West Virginia
$4.89M 47,960 +1,650 +4%
MAM
117
MMA Asset Management
Pennsylvania
$4.79M 46,976 +16,271 +53%
IFS
118
Ifrah Financial Services
Arkansas
$4.73M 46,419 +46,419 New
JFA
119
JNBA Financial Advisors
Minnesota
$4.7M 46,127 +97 +0.2%
SIA
120
Soltis Investment Advisors
Utah
$4.67M 45,841 +38,495 +524%
FCFC
121
First Citizens Financial Corp
Iowa
$4.66M 45,684 -970 -2%
PAI
122
Pittenger & Anderson Inc
Nebraska
$4.53M 44,390
PFM
123
Phillips Financial Management
Indiana
$4.41M 43,269 +372 +0.9%
TNB
124
TCF National Bank
South Dakota
$4.36M 42,787 -1,095 -2%
IF
125
Ironwood Financial
Arizona
$4.3M 42,205 +139 +0.3%