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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$1.56M +$12.8K +116 +0.8%
CA
227
Cornerstone Advisory
Maryland
$1.55M
UCFA
228
United Capital Financial Advisors
Texas
$1.47M +$63.4K +573 +5%
CGA
229
Crescent Grove Advisors
Illinois
$1.45M
FAIM
230
Financial Advocates Investment Management
Washington
$1.45M +$11.5K +104 +0.8%
DIA
231
Dana Investment Advisors
Wisconsin
$1.44M -$131K -1,188 -8%
Bessemer Group
232
Bessemer Group
New Jersey
$1.44M
EWM
233
Evercore Wealth Management
New York
$1.44M -$86.3K -780 -6%
ANTB
234
AMG National Trust Bank
Colorado
$1.43M
RIM
235
Rockbridge Investment Management
New York
$1.43M +$996 +9 +0.1%
BSB
236
Bangor Savings Bank
Maine
$1.42M
HCM
237
HMS Capital Management
Tennessee
$1.4M +$221 +2 +0%
CWM
238
C2C Wealth Management
Arizona
$1.4M +$1.4M +12,604 New
CPIG
239
Chicago Partners Investment Group
Illinois
$1.39M +$6.6K +62 +0.5%
IWA
240
IBEX Wealth Advisors
New Jersey
$1.38M -$145K -1,306 -9%
PFA
241
Pinnacle Family Advisors
Missouri
$1.38M -$11.8M -106,890 -90%
AFC
242
AFT Forsyth & Company
Florida
$1.37M +$775 +7 +0.1%
AF
243
Advisornet Financial
Minnesota
$1.35M -$89.1K -805 -6%
WFA
244
Wellspring Financial Advisors
Ohio
$1.33M
WPW
245
Waldron Private Wealth
Pennsylvania
$1.32M +$253K +2,290 +24%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$1.3M -$34.1K -308 -3%
WA
247
Waverly Advisors
Alabama
$1.29M -$31.8K -298 -2%
FPGK
248
Financial Partners Group (Kansas)
Kansas
$1.25M +$357K +3,362 +40%
BNP Paribas Financial Markets
249
BNP Paribas Financial Markets
France
$1.24M +$1.24M +11,226 New
CA
250
Calton & Associates
Florida
$1.24M +$834K +7,540 +206%