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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 %
MGIA
176
Moneta Group Investment Advisors
Missouri
$2.15M +$452K +4,435 +27%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$2.12M -$140K -1,373 -6%
NNP
178
Nachman Norwood & Parrott
South Carolina
$2.11M +$13.8K +135 +0.7%
KWMG
179
King Wealth Management Group
Florida
$2.1M -$6.93K -68 -0.3%
IA
180
IFG Advisory
Georgia
$2.07M -$39.7K -390 -2%
RB
181
Renasant Bank
Mississippi
$2.04M -$56.4K -553 -3%
NFG
182
Nations Financial Group
Iowa
$2.03M -$120K -1,180 -6%
OWM
183
Opes Wealth Management
California
$2.02M +$80.4K +789 +4%
SCM
184
Stordahl Capital Management
Colorado
$2.01M -$34.5K -338 -2%
OPW
185
Oxler Private Wealth
New York
$2.01M +$1.02M +10,031 +104%
FFC
186
Fure Financial Corporation
Minnesota
$1.98M +$1.98M +19,387 New
PB
187
Pinnacle Bancorp
Nebraska
$1.87M -$27.5K -270 -1%
Goldman Sachs
188
Goldman Sachs
New York
$1.87M -$2M -19,662 -52%
FCBT
189
First Citizens Bank & Trust
North Carolina
$1.87M -$17.2K -169 -0.9%
UB
190
UMB Bank
Missouri
$1.84M -$9.38K -92 -0.5%
FPIS
191
Financial Planning & Information Services
Wisconsin
$1.8M -$41K -402 -2%
DBIA
192
Dumont & Blake Investment Advisors
New Jersey
$1.78M +$68.8K +675 +4%
BOS
193
Bank of Stockton
California
$1.77M +$1.77M +17,324 New
KM
194
Kalos Management
Georgia
$1.74M +$1.19M +10,975 +217%
GPA
195
Guidance Point Advisors
Massachusetts
$1.74M +$58.6K +575 +3%
CAM
196
Campion Asset Management
Virginia
$1.73M +$1.73M +16,950 New
SWM
197
Shakespeare Wealth Management
Wisconsin
$1.72M -$120K -1,175 -7%
TIA
198
Tiemann Investment Advisors
California
$1.69M -$49.2K -483 -3%
SWP
199
Stratos Wealth Partners
Ohio
$1.68M -$72.4K -710 -4%
BAM
200
Belpointe Asset Management
Nevada
$1.63M +$558K +5,479 +52%