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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
176
Pinnacle Financial Partners
Tennessee
$2.32M -$172K -1,671 -7%
CB
177
Commerce Bank
Missouri
$2.31M
BAM
178
Belpointe Asset Management
Nevada
$2.26M +$1.1M +10,683 +95%
SCG
179
Sonata Capital Group
Washington
$2.26M
AIP
180
Almanack Investment Partners
Pennsylvania
$2.25M
MAM
181
MMA Asset Management
Pennsylvania
$2.18M +$11K +107 +0.5%
PP
182
Prosperity Planning
Missouri
$2.17M -$15.4K -149 -0.7%
FCB
183
First Command Bank
Texas
$2.13M +$671K +6,513 +46%
FCFS
184
First Command Financial Services
Texas
$2.13M +$671K +6,513 +46%
MGIA
185
Moneta Group Investment Advisors
Missouri
$2.1M -$149K -1,444 -7%
MSAM
186
Moloney Securities Asset Management
Missouri
$2.01M -$904K -8,776 -31%
SCM
187
Stordahl Capital Management
Colorado
$1.97M +$6.7K +65 +0.3%
EL
188
Essex LLC
Illinois
$1.96M +$1.96M +19,022 New
FHC
189
First Heartland Consultants
Missouri
$1.94M -$700K -6,791 -26%
RB
190
Renasant Bank
Mississippi
$1.93M -$56.4K -547 -3%
OWM
191
Opes Wealth Management
California
$1.92M -$25.2K -245 -1%
BOS
192
Bank of Stockton
California
$1.91M +$1.55K +15 +0.1%
RA
193
RiverTree Advisors
Florida
$1.89M +$1.89M +18,363 New
PB
194
Pinnacle Bancorp
Nebraska
$1.86M
UB
195
UMB Bank
Missouri
$1.85M -$1.44K -14 -0.1%
DBIA
196
Dumont & Blake Investment Advisors
New Jersey
$1.84M +$30.6K +297 +2%
TIA
197
Tiemann Investment Advisors
California
$1.8M -$27.2K -264 -1%
BWCS
198
Beirne Wealth Consulting Services
Connecticut
$1.79M -$119K -1,157 -6%
GPA
199
Guidance Point Advisors
Massachusetts
$1.76M +$1.24K +12 +0.1%
ACM
200
AlphaStar Capital Management
North Carolina
$1.75M +$824K +7,581 +89%