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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 %
SWA
201
SOA Wealth Advisors
New York
$1.6M +$408 +4 +0%
KIC
202
Kensington Investment Counsel
California
$1.58M +$806K +7,901 +104%
FHA
203
First Horizon Advisors
Tennessee
$1.57M -$29.5K -290 -2%
KFAA
204
Klaas Financial Asset Advisors
Illinois
$1.54M -$437K -4,287 -22%
HCM
205
HMS Capital Management
Tennessee
$1.52M +$1.52M +14,856 New
CAL
206
Capital Analysts LLC
Pennsylvania
$1.51M +$12.5K +123 +0.8%
CC
207
Copperleaf Capital
North Carolina
$1.48M +$1.48M +14,499 New
ABC
208
Associated Banc-Corp
Wisconsin
$1.47M -$2.03M -18,461 -58%
William Blair & Company
209
William Blair & Company
Illinois
$1.46M -$133K -1,300 -8%
CA
210
Cornerstone Advisory
Maryland
$1.43M
IWA
211
IBEX Wealth Advisors
New Jersey
$1.41M +$1.41M +13,837 New
AF
212
Advisornet Financial
Minnesota
$1.41M -$222K -2,181 -14%
EWM
213
Evercore Wealth Management
New York
$1.4M -$32.2K -316 -2%
GT
214
Glenmede Trust
Pennsylvania
$1.4M +$131K +1,286 +10%
PPA
215
Parametric Portfolio Associates
Washington
$1.4M +$320K +3,138 +30%
FAIM
216
Financial Advocates Investment Management
Washington
$1.39M -$22.2K -218 -2%
UCFA
217
United Capital Financial Advisors
Texas
$1.36M +$63.2K +620 +5%
BSB
218
Bangor Savings Bank
Maine
$1.34M -$2.75K -27 -0.2%
BWCS
219
Beirne Wealth Consulting Services
Connecticut
$1.33M
KWM
220
Kingsview Wealth Management
Oregon
$1.31M +$106K +1,032 +9%
WA
221
Waverly Advisors
Alabama
$1.3M -$45.8K -428 -3%
AFC
222
AFT Forsyth & Company
Florida
$1.29M -$3.47K -34 -0.3%
CPIG
223
Chicago Partners Investment Group
Illinois
$1.28M -$7.28K -68 -0.6%
LWA
224
LWS Wealth Advisors
New Jersey
$1.27M -$458K -4,491 -26%
PFG
225
Pacific Financial Group
Washington
$1.27M +$22.6K +222 +2%