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iShares S&P Mid-Cap 400 Value ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
126
JNBA Financial Advisors
Minnesota
$4.78M +$16.2K +157 +0.3%
CCM
127
Coldstream Capital Management
Washington
$4.64M -$477K -4,486 -9%
PFM
128
Phillips Financial Management
Indiana
$4.62M +$144K +1,400 +3%
PAI
129
Pittenger & Anderson Inc
Nebraska
$4.58M
IF
130
Ironwood Financial
Arizona
$4.58M +$115K +1,118 +3%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$4.51M -$1.62M -15,699 -26%
WA
132
Wealthstar Advisors
Texas
$4.46M +$2.41M +23,385 +117%
EE
133
EWG Elevate
California
$4.28M -$5.31M -51,545 -55%
CIAS
134
CFS Investment Advisory Services
New Jersey
$4.24M +$4.24M +41,123 New
MIAN
135
Mariner Independent Advisor Network
Kansas
$4.12M +$38K +369 +0.9%
RWA
136
River Wealth Advisors
Pennsylvania
$4.06M -$7.73K -75 -0.2%
SFG
137
SNS Financial Group
Minnesota
$3.83M -$68.2K -662 -2%
OCM
138
One Capital Management
California
$3.81M -$23.3K -226 -0.6%
ADL
139
Asset Dedication LLC
California
$3.74M +$68.2K +662 +2%
CIBC World Market
140
CIBC World Market
Ontario, Canada
$3.65M -$181K -1,754 -5%
CCC
141
Crescent Capital Consulting
Louisiana
$3.62M +$820K +7,965 +29%
GW
142
GW & Wade
Massachusetts
$3.56M -$63.4K -615 -2%
OFS
143
Oldfather Financial Services
Nebraska
$3.51M +$5.65K +50 +0.2%
SCM
144
SOL Capital Management
Maryland
$3.26M +$31.9K +310 +1%
NSB
145
Norway Savings Bank
Maine
$3.24M -$179K -1,735 -5%
SSW
146
Smith Shellnut Wilson
Mississippi
$3.16M +$64K +621 +2%
WAS
147
Wealth Advisory Solutions
Indiana
$3.15M +$140K +1,361 +5%
MA
148
MUFG Americas
New York
$3.14M -$654K -6,345 -17%
PRWA
149
Platte River Wealth Advisors
Colorado
$3.12M +$9.58K +93 +0.3%
First Trust Advisors
150
First Trust Advisors
Illinois
$3.1M -$54.2K -526 -2%