IJJ icon

iShares S&P Mid-Cap 400 Value ETF

686 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 222 increasing their positions, 203 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+64
Holders Change %
+10.29%
% of All Funds
11.07%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
109
Increased
222
Reduced
203
Closed
34
Calls
$262K
Puts
Net Calls
+$262K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
226
Cornerstone Advisory
Maryland
$1.41M
9WM
227
9258 Wealth Management
Ohio
$1.39M +$595K +5,904 +75%
UCFA
228
United Capital Financial Advisors
Texas
$1.38M +$97.8K +970 +8%
WANY
229
Wealthspire Advisors (New York)
New York
$1.37M +$566K +5,614 +70%
WI
230
Wintrust Investments
Illinois
$1.35M -$69.1K -685 -5%
ANTB
231
AMG National Trust Bank
Colorado
$1.35M -$18.4K -183 -1%
FNBOSM
232
First National Bank of South Miami
Florida
$1.34M -$24.6K -244 -2%
BSB
233
Bangor Savings Bank
Maine
$1.34M +$51.1K +507 +4%
EE
234
EWG Elevate
California
$1.34M +$552K +5,473 +70%
CWM
235
C2C Wealth Management
Arizona
$1.33M -$1.91K -18 -0.1%
CGA
236
Crescent Grove Advisors
Illinois
$1.32M +$316K +3,134 +32%
KM
237
Kalos Management
Georgia
$1.31M +$291K +2,886 +28%
SWM
238
Shakespeare Wealth Management
Wisconsin
$1.29M -$209K -2,069 -14%
JIC
239
Johnson Investment Counsel
Ohio
$1.28M +$16.8K +167 +1%
FCFS
240
First Command Financial Services
Texas
$1.26M -$477K -4,731 -27%
FCB
241
First Command Bank
Texas
$1.26M -$477K -4,731 -27%
EWM
242
Evercore Wealth Management
New York
$1.26M
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$1.25M -$74.6K -740 -6%
CAL
244
Capital Analysts LLC
Pennsylvania
$1.24M -$211K -2,097 -15%
LSA
245
Lansing Street Advisors
Pennsylvania
$1.24M +$1.24M +12,278 New
FHA
246
First Horizon Advisors
Tennessee
$1.24M -$58.4K -579 -5%
HWM
247
HighMark Wealth Management
Minnesota
$1.23M -$10.4K -103 -0.8%
SFS
248
Security Financial Services
Indiana
$1.23M -$216K -2,145 -15%
WFA
249
Wellspring Financial Advisors
Ohio
$1.21M
NI
250
Nuance Investments
Missouri
$1.21M +$1.21M +11,980 New