IJJ icon

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 %
MSAM
151
Moloney Securities Asset Management
Missouri
$2.74M +$2.74M +26,831 New
FCI
152
Financial Counselors Inc
Kansas
$2.66M -$5.1K -50 -0.2%
WIA
153
World Investment Advisors
California
$2.65M -$20.3M -188,515 -88%
LNC
154
Lincoln National Corp
Pennsylvania
$2.64M -$37.3K -366 -1%
NCM
155
Neumann Capital Management
California
$2.56M -$40.8K -400 -2%
PFA
156
Pure Financial Advisors
California
$2.55M -$518K -5,078 -17%
WTC
157
WhitTier Trust Company
Nevada
$2.54M -$21.2K -208 -0.8%
TFF
158
The Family Firm
Maryland
$2.53M -$56.2K -551 -2%
HCA
159
Heck Capital Advisors
Wisconsin
$2.51M +$1.91M +18,717 +318%
PFP
160
Pinnacle Financial Partners
Tennessee
$2.5M +$802K +7,869 +47%
IWAG
161
Integer Wealth Advisors Group
Georgia
$2.44M +$226K +2,175 +10%
NF
162
Nikulski Financial
Iowa
$2.43M +$11.9K +117 +0.5%
FP
163
Factorial Partners
New York
$2.4M +$234K +2,300 +11%
BSW
164
Buckingham Strategic Wealth
Missouri
$2.38M -$697K -6,836 -23%
SAG
165
Spotlight Asset Group
Illinois
$2.37M +$2.37M +23,245 New
APA
166
Allegiant Private Advisors
Florida
$2.31M +$105K +1,030 +5%
GWM
167
Geneos Wealth Management
Colorado
$2.31M -$2.03K -19 -0.1%
CB
168
Commerce Bank
Missouri
$2.28M +$295K +2,894 +15%
PP
169
Prosperity Planning
Missouri
$2.27M -$44.7K -439 -2%
SCG
170
Sonata Capital Group
Washington
$2.25M -$184K -1,800 -8%
MHS
171
M Holdings Securities
Oregon
$2.24M +$2.24M +21,998 New
FTUS
172
Flow Traders U.S.
New York
$2.24M +$2.24M +21,962 New
AIP
173
Almanack Investment Partners
Pennsylvania
$2.22M
SFO
174
Stokes Family Office
Louisiana
$2.22M +$306 +3 +0%
SFS
175
Sowell Financial Services
Arkansas
$2.15M +$2.04M +18,707 +1,829%