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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 %
Legacy Financial Group (Iowa)
201
Legacy Financial Group (Iowa)
Iowa
$1.72M -$362K -3,509 -17%
FPIS
202
Financial Planning & Information Services
Wisconsin
$1.71M -$42.1K -409 -2%
SWP
203
Stratos Wealth Partners
Ohio
$1.69M +$1.24K +12 +0.1%
IA
204
IFG Advisory
Georgia
$1.64M -$297K -2,880 -15%
KWM
205
Kingsview Wealth Management
Oregon
$1.63M +$203K +1,968 +14%
SWM
206
Shakespeare Wealth Management
Wisconsin
$1.61M -$70.3K -669 -4%
FCBT
207
First Citizens Bank & Trust
North Carolina
$1.59M +$124K +1,206 +8%
PFG
208
Pacific Financial Group
Washington
$1.57M +$139K +1,352 +10%
PFS
209
Prospera Financial Services
Texas
$1.56M -$880K -8,527 -36%
FHA
210
First Horizon Advisors
Tennessee
$1.56M -$4.02K -39 -0.3%
CGFA
211
Colton Groome Financial Advisors
North Carolina
$1.54M
PPA
212
Parametric Portfolio Associates
Washington
$1.5M +$125K +1,214 +9%
SWA
213
SOA Wealth Advisors
New York
$1.49M -$45.3K -440 -3%
FTUS
214
Flow Traders U.S.
New York
$1.49M -$2.09M -20,280 -58%
CAL
215
Capital Analysts LLC
Pennsylvania
$1.48M +$2.47K +24 +0.2%
CPIG
216
Chicago Partners Investment Group
Illinois
$1.47M +$83K +737 +6%
DIA
217
Dana Investment Advisors
Wisconsin
$1.47M +$321K +3,111 +28%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.46M +$1.44M +13,946 +5,578%
CA
219
Cornerstone Advisory
Maryland
$1.44M
William Blair & Company
220
William Blair & Company
Illinois
$1.44M -$8.04K -78 -0.6%
IWA
221
IBEX Wealth Advisors
New Jersey
$1.42M -$9.48K -92 -0.7%
EWM
222
Evercore Wealth Management
New York
$1.42M
GT
223
Glenmede Trust
Pennsylvania
$1.41M
WA
224
Waverly Advisors
Alabama
$1.39M
FF
225
Friedenthal Financial
New Jersey
$1.35M +$72.5K +704 +6%