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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$864M 8,191,240 +286,864 +4%
Wells Fargo
2
Wells Fargo
California
$597M 5,663,641 -112,398 -2%
Morgan Stanley
3
Morgan Stanley
New York
$498M 4,725,674 +35,264 +0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$388M 3,680,509 -279,024 -7%
Bank of America
5
Bank of America
North Carolina
$243M 2,310,403 +136,932 +6%
UBS Group
6
UBS Group
Switzerland
$227M 2,152,301 +248,068 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$133M 1,265,606 +55,667 +5%
Financial Engines Advisors
8
Financial Engines Advisors
California
$114M 1,085,772 -38,707 -3%
Ameriprise
9
Ameriprise
Minnesota
$102M 970,333 +50,246 +5%
PSUF
10
People's United Financial
Connecticut
$89.2M 846,704 +42,210 +5%
WSFS
11
Wilmington Savings Fund Society
Delaware
$85M 807,154 -31,034 -4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$83.1M 788,623 +9,189 +1%
RJA
13
Raymond James & Associates
Florida
$82.5M 783,140 +144,387 +23%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$81.4M 772,711 +55,080 +8%
LPL Financial
15
LPL Financial
California
$80.3M 762,040 +256,112 +51%
Truist Financial
16
Truist Financial
North Carolina
$77.7M 737,185 +7,762 +1%
DADC
17
D.A. Davidson & Co
Montana
$73.7M 699,395 +3,037 +0.4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$67.1M 637,259 +37,725 +6%
EK
19
Evensky & Katz
Florida
$56.4M 534,958 -10,633 -2%
Northern Trust
20
Northern Trust
Illinois
$55.3M 525,148 -24,967 -5%
BFG
21
Barber Financial Group
Kansas
$53.8M 510,910 +15,357 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$49.5M 469,906 -10,884 -2%
AF
23
Allworth Financial
California
$46.9M 445,168 +445,168 New
PP
24
Palladium Partners
Virginia
$44.8M 425,081 -1,088 -0.3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$38.9M 369,204 +14,022 +4%
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