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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 %
AL
251
ACAS LLC
California
$1.02M -$17.2K -167 -2%
KM
252
Kalos Management
Georgia
$1.01M +$54.2K +547 +6%
MWM
253
Meridian Wealth Management
Kentucky
$1M +$558K +5,914 +125%
CPA
254
Cardiff Park Advisors
California
$1M +$1.89K +20 +0.2%
AHC
255
Anderson Hoagland & Co
Missouri
$963K -$8.26K -86 -0.9%
EDRIA
256
Edmonds Duncan Registered Investment Advisors
Kansas
$957K -$67.5K -715 -7%
WAM
257
Weinberger Asset Management
California
$942K +$589K +6,241 +167%
BAM
258
Belpointe Asset Management
Nevada
$940K -$24.5K -259 -3%
NI
259
Nuance Investments
Missouri
$914K +$914K +9,680 New
FWP
260
FAS Wealth Partners
Kansas
$906K +$3.49K +37 +0.4%
BWA
261
BDO Wealth Advisors
Florida
$902K -$16.3K -173 -2%
SFG
262
Sather Financial Group
Texas
$891K
PO
263
Private Ocean
California
$890K -$128K -1,356 -13%
HCM
264
HMS Capital Management
Tennessee
$886K +$54.4K +576 +7%
AIP
265
Ameritas Investment Partners
Nebraska
$882K +$7.55K +80 +0.9%
NL
266
NWAM LLC
Washington
$876K +$174K +1,844 +25%
USCWA
267
U.S. Capital Wealth Advisors
Texas
$862K
MGIA
268
Matthew Goff Investment Advisor
Texas
$861K +$271K +3,199 +46%
AFG
269
Allegheny Financial Group
Pennsylvania
$852K +$416K +4,408 +95%
SC
270
Savant Capital
Illinois
$847K +$472 +5 +0.1%
SWPG
271
Strategic Wealth Partners Group
Illinois
$844K +$160K +1,699 +23%
Citigroup
272
Citigroup
New York
$830K -$28.6K -303 -3%
DL
273
DOHJ LLC
Washington
$825K +$124K +1,318 +18%
5L
274
55I LLC
Massachusetts
$815K -$74K -784 -8%
VA
275
Valmark Advisers
Ohio
$808K +$348K +3,691 +76%