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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FPIS
201
Financial Planning & Information Services
Wisconsin
$1.79M -$70.8K -672 -4%
Citadel Advisors
202
Citadel Advisors
Florida
$1.77M +$1.77M +16,760 New
SFS
203
Sowell Financial Services
Arkansas
$1.73M -$345K -3,272 -17%
SWP
204
Stratos Wealth Partners
Ohio
$1.72M -$10K -95 -0.6%
SWM
205
Shakespeare Wealth Management
Wisconsin
$1.7M -$88.2K -831 -5%
Jane Street
206
Jane Street
New York
$1.69M +$1.34M +12,767 +391%
FHA
207
First Horizon Advisors
Tennessee
$1.6M -$20.4K -194 -1%
CGFA
208
Colton Groome Financial Advisors
North Carolina
$1.58M +$1.58M +14,950 New
SWA
209
SOA Wealth Advisors
New York
$1.57M -$79.5K -755 -5%
CC
210
Copperleaf Capital
North Carolina
$1.56M +$33.7K +320 +2%
HCM
211
HMS Capital Management
Tennessee
$1.56M -$10.2K -97 -0.7%
CAL
212
Capital Analysts LLC
Pennsylvania
$1.51M -$52.7K -500 -3%
FCBT
213
First Citizens Bank & Trust
North Carolina
$1.5M -$435K -4,135 -23%
FCB
214
First Command Bank
Texas
$1.49M +$899K +8,537 +152%
FCFS
215
First Command Financial Services
Texas
$1.49M +$899K +8,537 +152%
William Blair & Company
216
William Blair & Company
Illinois
$1.48M -$20.7K -196 -1%
CA
217
Cornerstone Advisory
Maryland
$1.48M
KWM
218
Kingsview Wealth Management
Oregon
$1.47M +$126K +1,184 +9%
AF
219
Advisornet Financial
Minnesota
$1.47M +$15K +142 +1%
IWA
220
IBEX Wealth Advisors
New Jersey
$1.46M +$5.9K +56 +0.4%
PFG
221
Pacific Financial Group
Washington
$1.46M +$153K +1,455 +12%
UCFA
222
United Capital Financial Advisors
Texas
$1.46M +$52.3K +497 +4%
EWM
223
Evercore Wealth Management
New York
$1.45M
GT
224
Glenmede Trust
Pennsylvania
$1.44M
PPA
225
Parametric Portfolio Associates
Washington
$1.41M -$36.1K -343 -3%