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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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.

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

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$111M
2
AssetMark Inc
2
AssetMark Inc
California
$86M
3
BF
3
BOK Financial
Oklahoma
$36.8M
4
LPL Financial
4
LPL Financial
California
$112M
5
FCAS
5
First Command Advisory Services
Texas
$861M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$442M
2
Truist Financial
2
Truist Financial
North Carolina
$47.7M
3
Wells Fargo
3
Wells Fargo
California
$563M
4
DCM
4
Dupont Capital Management
Delaware
$0
5
BFG
5
Barber Financial Group
Kansas
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$861M 8,351,879 +160,639 +2%
Wells Fargo
2
Wells Fargo
California
$563M 5,461,839 -201,802 -4%
Morgan Stanley
3
Morgan Stanley
New York
$442M 4,292,222 -433,452 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$381M 3,696,061 +15,552 +0.4%
Bank of America
5
Bank of America
North Carolina
$230M 2,235,826 -74,577 -3%
UBS Group
6
UBS Group
Switzerland
$227M 2,204,500 +52,199 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$145M 1,408,059 +142,453 +11%
LPL Financial
8
LPL Financial
California
$112M 1,082,935 +320,895 +42%
HC
9
Hamilton Capital
Ohio
$111M 1,073,545 +1,073,545 New
Financial Engines Advisors
10
Financial Engines Advisors
California
$109M 1,062,024 -23,748 -2%
Ameriprise
11
Ameriprise
Minnesota
$95.2M 924,446 -45,887 -5%
PSUF
12
People's United Financial
Connecticut
$90.5M 877,906 +31,202 +4%
WSFS
13
Wilmington Savings Fund Society
Delaware
$87.2M 846,327 +39,173 +5%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$86.7M 841,785 +69,074 +9%
AssetMark Inc
15
AssetMark Inc
California
$86M 834,741 +834,678 +1,324,886%
RJA
16
Raymond James & Associates
Florida
$83.5M 810,352 +27,212 +3%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$81.6M 791,688 +3,065 +0.4%
DADC
18
D.A. Davidson & Co
Montana
$73.1M 709,785 +10,390 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$68.1M 660,930 +23,671 +4%
EK
20
Evensky & Katz
Florida
$55.8M 541,203 +6,245 +1%
Northern Trust
21
Northern Trust
Illinois
$54.6M 530,221 +5,073 +1%
AF
22
Allworth Financial
California
$49.8M 483,605 +38,437 +9%
Truist Financial
23
Truist Financial
North Carolina
$47.7M 462,745 -274,440 -37%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$47.6M 462,262 -7,644 -2%
PP
25
Palladium Partners
Virginia
$45.3M 439,190 +14,109 +3%
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