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

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
–

Top Buyers

1
AF
1
Allworth Financial
California
$46.9M
2
FCAS
2
First Command Advisory Services
Texas
$864M
3
LPL Financial
3
LPL Financial
California
$80.3M
4
UBS Group
4
UBS Group
Switzerland
$227M
5
RJA
5
Raymond James & Associates
Florida
$82.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$388M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17M
3
Wells Fargo
3
Wells Fargo
California
$597M
4
HF
4
HRT Financial
New York
$0
5
FC
5
Ferris Capital
Massachusetts
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
176
Commerce Bank
Missouri
$2.36M – – –
GWM
177
Geneos Wealth Management
Colorado
$2.32M +$32.1K +303 +1%
SCG
178
Sonata Capital Group
Washington
$2.31M -$14.7K -140 -0.6%
MGIA
179
Moneta Group Investment Advisors
Missouri
$2.3M +$82.3K +781 +4%
AIP
180
Almanack Investment Partners
Pennsylvania
$2.3M – – –
OPW
181
Oxler Private Wealth
New York
$2.29M +$216K +2,049 +10%
WIA
182
World Investment Advisors
California
$2.26M -$336K -3,186 -13%
PP
183
Prosperity Planning
Missouri
$2.24M -$111K -1,057 -5%
MAM
184
MMA Asset Management
Pennsylvania
$2.22M -$2.73M -25,952 -55%
NNP
185
Nachman Norwood & Parrott
South Carolina
$2.19M +$14.2K +135 +0.7%
KWMG
186
King Wealth Management Group
Florida
$2.18M +$7.58K +72 +0.3%
CAM
187
Campion Asset Management
Virginia
$2.14M +$354K +3,360 +20%
Legacy Financial Group (Iowa)
188
Legacy Financial Group (Iowa)
Iowa
$2.13M +$2.13M +20,183 New
WA
189
Wealthstar Advisors
Texas
$2.1M +$2.1M +19,915 New
RB
190
Renasant Bank
Mississippi
$2.03M -$85.3K -810 -4%
SCM
191
Stordahl Capital Management
Colorado
$2.01M -$72.1K -684 -3%
OWM
192
Opes Wealth Management
California
$1.99M -$95.3K -905 -5%
IA
193
IFG Advisory
Georgia
$1.98M -$157K -1,491 -7%
BOS
194
Bank of Stockton
California
$1.95M +$128K +1,220 +7%
BWCS
195
Beirne Wealth Consulting Services
Connecticut
$1.95M +$571K +5,424 +42%
PB
196
Pinnacle Bancorp
Nebraska
$1.9M -$33.7K -320 -2%
UB
197
UMB Bank
Missouri
$1.89M -$13.9K -132 -0.7%
TIA
198
Tiemann Investment Advisors
California
$1.86M +$113K +1,074 +6%
DBIA
199
Dumont & Blake Investment Advisors
New Jersey
$1.85M +$12.2K +116 +0.7%
GPA
200
Guidance Point Advisors
Massachusetts
$1.8M +$5.48K +52 +0.3%
6 7
8
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