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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
MA
126
MUFG Americas
New York
$4.21M -$112K -1,100 -3%
OFG
127
Omega Financial Group
California
$4.18M -$176K -1,725 -4%
PA
128
Paracle Advisors
Washington
$4.17M
CCC
129
Crescent Capital Consulting
Louisiana
$4.12M +$802K +7,872 +24%
OCM
130
One Capital Management
California
$4.09M -$12.1K -119 -0.3%
SFG
131
SNS Financial Group
Minnesota
$4.08M -$13.6K -133 -0.3%
RWA
132
River Wealth Advisors
Pennsylvania
$4.07M -$61.3K -601 -1%
GW
133
GW & Wade
Massachusetts
$3.84M +$2.28M +22,355 +146%
NSB
134
Norway Savings Bank
Maine
$3.73M -$267K -2,620 -7%
HR
135
Hayden Royal
North Carolina
$3.66M +$3.24M +31,833 +787%
ADL
136
Asset Dedication LLC
California
$3.54M -$541K -5,317 -13%
CF
137
Centaurus Financial
California
$3.54M +$3.54M +34,738 New
TPCW
138
TD Private Client Wealth
New York
$3.48M -$574K -5,635 -14%
AWM
139
Avior Wealth Management
Nebraska
$3.45M -$1.39M -13,607 -29%
FA
140
FMA Advisory
Pennsylvania
$3.3M -$63.1K -619 -2%
OFS
141
Oldfather Financial Services
Nebraska
$3.22M -$412K -3,976 -11%
SCM
142
SOL Capital Management
Maryland
$3.19M +$91.7K +900 +3%
CIBC World Market
143
CIBC World Market
Ontario, Canada
$3.17M -$321K -3,145 -9%
PRWA
144
Platte River Wealth Advisors
Colorado
$3.12M -$48.3K -467 -2%
SSW
145
Smith Shellnut Wilson
Mississippi
$3.11M -$195K -1,910 -6%
First Trust Advisors
146
First Trust Advisors
Illinois
$3.09M -$177K -1,732 -5%
GG
147
Gofen & Glossberg
Illinois
$2.83M -$25.9K -254 -0.9%
AWA
148
Arete Wealth Advisors
Illinois
$2.79M +$2.79M +27,372 New
BFA
149
Bragg Financial Advisors
North Carolina
$2.78M -$45.5K -446 -2%
SEIA
150
Signature Estate & Investment Advisors
California
$2.77M -$217K -2,124 -7%