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iShares S&P Mid-Cap 400 Value ETF

659 hedge funds and large institutions have $6.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 40 closing their positions.

Holders
659
Holders Change
+53
Holders Change %
+8.75%
% of All Funds
10.18%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.56%
New
107
Increased
216
Reduced
155
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$882M 7,968,194 -383,685 -5%
Wells Fargo
2
Wells Fargo
California
$586M 5,295,941 -165,898 -3%
Morgan Stanley
3
Morgan Stanley
New York
$477M 4,309,625 +17,403 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$413M 3,734,464 +38,403 +1%
UBS Group
5
UBS Group
Switzerland
$258M 2,334,374 +129,874 +6%
Bank of America
6
Bank of America
North Carolina
$250M 2,259,224 +23,398 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$163M 1,472,801 +64,742 +5%
LPL Financial
8
LPL Financial
California
$136M 1,231,190 +148,255 +14%
HC
9
Hamilton Capital
Ohio
$123M 1,112,888 +39,343 +4%
Financial Engines Advisors
10
Financial Engines Advisors
California
$115M 1,041,027 -20,997 -2%
Ameriprise
11
Ameriprise
Minnesota
$107M 963,056 +38,610 +4%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$98.5M 890,220 +48,435 +6%
WSFS
13
Wilmington Savings Fund Society
Delaware
$95.8M 865,923 +19,596 +2%
RJA
14
Raymond James & Associates
Florida
$95M 858,023 +47,671 +6%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$88.9M 803,118 +11,430 +1%
PSUF
16
People's United Financial
Connecticut
$85.8M 775,159 -102,747 -12%
DADC
17
D.A. Davidson & Co
Montana
$80M 722,516 +12,731 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$77.3M 698,680 +37,750 +6%
EK
19
Evensky & Katz
Florida
$60.5M 546,984 +5,781 +1%
Northern Trust
20
Northern Trust
Illinois
$59M 533,101 +2,880 +0.5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$58.1M 524,791 +62,529 +14%
Truist Financial
22
Truist Financial
North Carolina
$49.2M 444,522 -18,223 -4%
PP
23
Palladium Partners
Virginia
$49M 442,952 +3,762 +0.9%
FIG
24
FundX Investment Group
California
$45.1M 407,912 -1,913 -0.5%
AI
25
Accredited Investors
Minnesota
$43.5M 393,020 +66,527 +20%