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iShares S&P Mid-Cap 400 Value ETF

643 hedge funds and large institutions have $4.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.87%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.52%
New
47
Increased
231
Reduced
206
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGA
226
Crescent Grove Advisors
Illinois
$1.26M -$1.26M -13,387 -50%
UCFA
227
United Capital Financial Advisors
Texas
$1.23M -$20.8K -220 -2%
CWM
228
C2C Wealth Management
Arizona
$1.22M -$7.85K -80 -0.6%
BSB
229
Bangor Savings Bank
Maine
$1.21M -$2.83K -30 -0.2%
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$1.2M -$7.08K -75 -0.6%
PFA
231
Professional Financial Advisors
Nebraska
$1.19M +$1.19M +12,573 New
EWM
232
Evercore Wealth Management
New York
$1.18M -$20K -212 -2%
HWM
233
HighMark Wealth Management
Minnesota
$1.16M +$71.6K +759 +7%
SQA
234
Simon Quick Advisors
New Jersey
$1.15M +$1.1M +10,807 +2,344%
WFA
235
Wellspring Financial Advisors
Ohio
$1.14M
AWA
236
Arkadios Wealth Advisors
Georgia
$1.13M +$895K +9,485 +382%
FPGK
237
Financial Partners Group (Kansas)
Kansas
$1.13M +$82.8K +877 +8%
WPW
238
Waldron Private Wealth
Pennsylvania
$1.13M
RJT
239
Raymond James Trust
Florida
$1.12M +$273K +2,891 +32%
Bessemer Group
240
Bessemer Group
New Jersey
$1.12M -$63.8K -676 -5%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$1.09M -$4.34K -46 -0.4%
MIAN
242
Mariner Independent Advisor Network
Kansas
$1.09M -$43.8K -457 -4%
PFS
243
Prospera Financial Services
Texas
$1.09M -$431K -4,552 -28%
IA
244
IFP Advisors
Florida
$1.09M
BWCS
245
Beirne Wealth Consulting Services
Connecticut
$1.08M -$1.79K -19 -0.2%
AFC
246
AFT Forsyth & Company
Florida
$1.08M -$94.1K -996 -8%
JIC
247
Johnson Investment Counsel
Ohio
$1.07M +$359K +3,802 +50%
AMCA
248
Arthur M. Cohen & Associates
Illinois
$1.07M +$538K +5,701 +101%
WP
249
WealthShield Partners
North Carolina
$1.03M +$13.5K +143 +1%
WA
250
Waverly Advisors
Alabama
$1.02M -$105K -1,110 -9%