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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

679 hedge funds and large institutions have $5.72B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.75%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
79
Increased
222
Reduced
213
Closed
48
Calls
$746K
Puts
$208K
Net Calls
+$538K
Net Calls Change
+$538K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$76.4M
2
BFG
Barber Financial Group
Kansas
+$55.7M
3
OCM
One Capital Management
California
+$44.7M
4
AF
Allworth Financial
California
+$39.3M
5
AAP
Arax Advisory Partners
Colorado
+$34.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$876M
2
LPL Financial
LPL Financial
California
-$36.7M
3
PFG
Piershale Financial Group
Illinois
-$28.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$21.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
276
HMS Capital Management
Tennessee
$966K -$416K -3,794 -30%
APP
277
Avantax Planning Partners
Iowa
$936K -$114K -1,040 -11%
Millennium Management
278
Millennium Management
New York
$923K +$923K +8,415 New
AWM
279
Apollon Wealth Management
South Carolina
$915K -$10.2K -93 -1%
OIA
280
OneDigital Investment Advisors
Kansas
$912K +$7.9K +72 +0.9%
LWA
281
LWS Wealth Advisors
New Jersey
$911K -$24.9K -227 -3%
9WM
282
9258 Wealth Management
Ohio
$886K +$5.37K +49 +0.6%
WT
283
Whittier Trust
California
$867K – – –
SI
284
Saxon Interests
Texas
$861K +$314K +2,863 +57%
RCG
285
Resource Consulting Group
Florida
$854K – – –
TC
286
TAGStone Capital
North Carolina
$852K +$3.07K +28 +0.4%
BlackRock
287
BlackRock
New York
$840K -$2.59M -23,629 -76%
MFW
288
Meristem Family Wealth
Minnesota
$833K -$37.5K -342 -4%
JIC
289
Johnson Investment Counsel
Ohio
$831K +$140K +1,275 +20%
TIM
290
Thompson Investment Management
Wisconsin
$828K -$3.4K -31 -0.4%
WI
291
Wintrust Investments
Illinois
$825K +$825K +7,524 New
BBNA
292
Bremer Bank National Association
Minnesota
$821K +$297K +2,707 +57%
DL
293
DOHJ LLC
Washington
$814K +$814K +7,425 New
NL
294
NWAM LLC
Washington
$813K +$1.75K +16 +0.2%
PPW
295
Pinnacle Private Wealth
Massachusetts
$811K +$811K +7,397 New
FHA
296
First Horizon Advisors
Tennessee
$805K -$826K -7,525 -51%
VFIC
297
Valley Forge Investment Consultants
Pennsylvania
$804K +$2.3K +21 +0.3%
OC
298
Oppenheimer & Co
New York
$796K +$124K +1,132 +18%
SWPG
299
Strategic Wealth Partners Group
Illinois
$794K -$365K -3,334 -32%
TNB
300
Thomasville National Bank
Georgia
$786K – – –
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