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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 %
RC
251
RegentAtlantic Capital
New Jersey
$1.24M
PO
252
Private Ocean
California
$1.21M +$25.7K +232 +2%
KIC
253
Kensington Investment Counsel
California
$1.2M +$1.2M +10,879 New
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M +$242K +2,185 +25%
HWM
255
HighMark Wealth Management
Minnesota
$1.19M +$14.7K +133 +1%
CA
256
CoreCap Advisors
Michigan
$1.18M +$1.18M +10,677 New
CPA
257
Cardiff Park Advisors
California
$1.17M +$1.17M +10,588 New
SWPG
258
Strategic Wealth Partners Group
Illinois
$1.17M +$1.22K +11 +0.1%
AAS
259
Avantax Advisory Services
Texas
$1.17M +$186K +1,679 +19%
AL
260
ACAS LLC
California
$1.14M -$12.1K -109 -1%
FNBOSM
261
First National Bank of South Miami
Florida
$1.13M +$177K +1,595 +19%
BWA
262
BDO Wealth Advisors
Florida
$1.11M -$5.09K -46 -0.5%
PCG
263
Private Capital Group
Connecticut
$1.1M
EDRIA
264
Edmonds Duncan Registered Investment Advisors
Kansas
$1.1M +$18.3K +168 +2%
AHC
265
Anderson Hoagland & Co
Missouri
$1.08M
FWP
266
FAS Wealth Partners
Kansas
$1.07M -$26K -235 -2%
MGIA
267
Matthew Goff Investment Advisor
Texas
$1.06M -$202K -1,972 -16%
APP
268
Avantax Planning Partners
Iowa
$1.06M +$264K +2,390 +33%
SFG
269
Sather Financial Group
Texas
$1.05M
USCWA
270
U.S. Capital Wealth Advisors
Texas
$1.04M -$72.5K -655 -6%
AIP
271
Ameritas Investment Partners
Nebraska
$1.04M -$21K -190 -2%
SC
272
Savant Capital
Illinois
$1.03M +$224K +2,022 +28%
RJT
273
Raymond James Trust
Florida
$1.03M -$241K -2,174 -19%
IA
274
IFG Advisory
Georgia
$992K -$770K -6,956 -44%
Citigroup
275
Citigroup
New York
$971K -$187K -1,693 -16%