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iShares S&P Mid-Cap 400 Value ETF

603 hedge funds and large institutions have $5.94B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 183 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
+20
Holders Change %
+3.43%
% of All Funds
10.53%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
55
Increased
212
Reduced
183
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
151
Wealth Advisory Solutions
Indiana
$3.08M +$140K +1,331 +5%
TPCW
152
TD Private Client Wealth
New York
$3.08M -$515K -4,891 -14%
Goldman Sachs
153
Goldman Sachs
New York
$3.05M +$1.12M +10,637 +58%
MSAM
154
Moloney Securities Asset Management
Missouri
$2.97M +$147K +1,400 +5%
GG
155
Gofen & Glossberg
Illinois
$2.93M
FCI
156
Financial Counselors Inc
Kansas
$2.9M +$147K +1,397 +5%
CCC
157
Crescent Capital Consulting
Louisiana
$2.87M -$1.39M -13,176 -33%
OMC
158
Old Mission Capital
Illinois
$2.81M +$2.81M +26,710 New
SFO
159
Stokes Family Office
Louisiana
$2.78M +$477K +4,528 +21%
MHS
160
M Holdings Securities
Oregon
$2.76M +$441K +4,184 +19%
BFA
161
Bragg Financial Advisors
North Carolina
$2.76M -$121K -1,145 -4%
SEIA
162
Signature Estate & Investment Advisors
California
$2.73M -$128K -1,215 -4%
LNC
163
Lincoln National Corp
Pennsylvania
$2.71M -$17.1K -162 -0.6%
FHC
164
First Heartland Consultants
Missouri
$2.7M +$1.9M +18,042 +238%
BSW
165
Buckingham Strategic Wealth
Missouri
$2.69M +$229K +2,178 +9%
WTC
166
WhitTier Trust Company
Nevada
$2.63M +$11.1K +105 +0.4%
NCM
167
Neumann Capital Management
California
$2.63M -$20.5K -195 -0.8%
TFF
168
The Family Firm
Maryland
$2.56M -$59.2K -562 -2%
PFP
169
Pinnacle Financial Partners
Tennessee
$2.54M -$35.6K -338 -1%
PWA
170
Pinnacle Wealth Advisors
Tennessee
$2.54M +$2.54M +24,142 New
FP
171
Factorial Partners
New York
$2.54M +$63.2K +600 +3%
PFS
172
Prospera Financial Services
Texas
$2.49M +$1.83M +17,341 +276%
PFA
173
Pure Financial Advisors
California
$2.48M -$155K -1,474 -6%
NF
174
Nikulski Financial
Iowa
$2.39M -$97.1K -932 -4%
APA
175
Allegiant Private Advisors
Florida
$2.36M -$25.5K -242 -1%