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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 %
LWA
276
LWS Wealth Advisors
New Jersey
$945K +$2.66K +24 +0.3%
AWM
277
Apollon Wealth Management
South Carolina
$934K +$934K +8,438 New
OIA
278
OneDigital Investment Advisors
Kansas
$913K -$182K -1,641 -17%
KFAA
279
Klaas Financial Asset Advisors
Illinois
$891K -$86.5K -781 -9%
9WM
280
9258 Wealth Management
Ohio
$889K +$74.1K +670 +9%
Citadel Advisors
281
Citadel Advisors
Florida
$888K +$888K +8,026 New
ATPW
282
Ashton Thomas Private Wealth
Arizona
$884K +$884K +7,991 New
BRWA
283
B. Riley Wealth Advisors
Florida
$883K -$134K -1,207 -13%
MFW
284
Meristem Family Wealth
Minnesota
$879K -$158K -1,428 -15%
WT
285
Whittier Trust
California
$875K
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$874K
RCG
287
Resource Consulting Group
Florida
$862K +$862K +7,786 New
TC
288
TAGStone Capital
North Carolina
$857K +$857K +7,745 New
TIM
289
Thompson Investment Management
Wisconsin
$840K -$6.09K -55 -0.7%
NL
290
NWAM LLC
Washington
$819K +$12.9K +117 +2%
CG
291
Colony Group
Massachusetts
$817K
VFIC
292
Valley Forge Investment Consultants
Pennsylvania
$809K +$2.88K +26 +0.4%
CWM
293
Connecticut Wealth Management
Connecticut
$794K +$221 +2 +0%
TNB
294
Thomasville National Bank
Georgia
$793K
DTC
295
Davidson Trust Company
Washington
$788K -$26.7K -241 -3%
PWP
296
Perfromance Wealth Partners
Illinois
$764K +$764K +6,899 New
CSPIA
297
Cary Street Partners Investment Advisory
Virginia
$757K +$757K +6,844 New
HA
298
HYA Advisors
Missouri
$748K -$74.9K -677 -9%
VVP
299
Venture Visionary Partners
Ohio
$747K -$6.08K -55 -0.8%
CPO
300
Cerity Partners OCIO
New York
$738K -$10.1K -91 -1%