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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
HC
Hamilton Capital
Ohio
$111M
2
AssetMark Inc
AssetMark Inc
California
$86M
3
LPL Financial
LPL Financial
California
$112M
4
FCAS
First Command Advisory Services
Texas
$861M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$145M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$442M
2
Truist Financial
Truist Financial
North Carolina
$47.7M
3
Wells Fargo
Wells Fargo
California
$563M
4
DCM
Dupont Capital Management
Delaware
$0
5
BFG
Barber Financial Group
Kansas
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
151
TD Private Client Wealth
New York
$3.08M +$68.4K +664 +2%
AAP
152
Arax Advisory Partners
Colorado
$3.06M -$376K -3,652 -11%
ABC
153
Associated Banc-Corp
Wisconsin
$3.03M -$52.2K -507 -2%
AWM
154
Avior Wealth Management
Nebraska
$2.88M -$276K -2,674 -9%
GWM
155
Geneos Wealth Management
Colorado
$2.87M +$571K +5,430 +25%
SEIA
156
Signature Estate & Investment Advisors
California
$2.85M +$178K +1,725 +7%
HCA
157
Heck Capital Advisors
Wisconsin
$2.82M -$211K -2,046 -7%
FCI
158
Financial Counselors Inc
Kansas
$2.82M -$15.5K -150 -0.5%
OPW
159
Oxler Private Wealth
New York
$2.81M +$575K +5,578 +26%
FP
160
Factorial Partners
New York
$2.79M +$309K +3,000 +12%
CAM
161
Campion Asset Management
Virginia
$2.79M +$695K +6,750 +33%
GG
162
Gofen & Glossberg
Illinois
$2.76M -$102K -990 -4%
SFO
163
Stokes Family Office
Louisiana
$2.73M +$9.89K +96 +0.4%
KM
164
Kalos Management
Georgia
$2.69M +$1.37M +12,126 +104%
BFA
165
Bragg Financial Advisors
North Carolina
$2.67M -$27.5K -267 -1%
LNC
166
Lincoln National Corp
Pennsylvania
$2.66M +$11.7K +114 +0.4%
NCM
167
Neumann Capital Management
California
$2.59M +$15.5K +150 +0.6%
TFF
168
The Family Firm
Maryland
$2.58M -$57.6K -529 -2%
WTC
169
WhitTier Trust Company
Nevada
$2.55M -$28.3K -275 -1%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$2.52M +$2.25M +21,861 +832%
BSW
171
Buckingham Strategic Wealth
Missouri
$2.5M -$132K -1,281 -5%
KWMG
172
King Wealth Management Group
Florida
$2.45M +$312K +3,032 +15%
JWA
173
JFS Wealth Advisors
Pennsylvania
$2.43M +$2.43M +23,533 New
PFA
174
Pure Financial Advisors
California
$2.41M -$15.7K -152 -0.6%
NF
175
Nikulski Financial
Iowa
$2.39M +$27.2K +264 +1%
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