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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 %
IWN
276
Independent Wealth Network
Iowa
$786K -$68.8K -728 -8%
BlackRock
277
BlackRock
New York
$782K +$58.9K +624 +8%
LWA
278
LWS Wealth Advisors
New Jersey
$781K -$3.78K -40 -0.5%
APP
279
Avantax Planning Partners
Iowa
$768K -$38K -403 -5%
AWM
280
Apollon Wealth Management
South Carolina
$768K -$19.7K -209 -3%
9WM
281
9258 Wealth Management
Ohio
$763K
CAM
282
Cresset Asset Management
Illinois
$758K +$758K +8,037 New
WT
283
Whittier Trust
California
$747K
SI
284
Saxon Interests
Texas
$743K +$1.61K +17 +0.2%
OC
285
Oppenheimer & Co
New York
$742K +$56.6K +599 +8%
TC
286
TAGStone Capital
North Carolina
$737K +$2.93K +31 +0.4%
SI
287
Stephens Inc
Arkansas
$728K -$3.52M -37,239 -83%
TIM
288
Thompson Investment Management
Wisconsin
$710K -$3.59K -38 -0.5%
SHFP
289
Second Half Financial Partners
Florida
$700K
PPW
290
Pinnacle Private Wealth
Massachusetts
$699K +$849 +9 +0.1%
VFIC
291
Valley Forge Investment Consultants
Pennsylvania
$694K +$1.98K +21 +0.3%
CWM
292
Connecticut Wealth Management
Connecticut
$680K +$34.8K +369 +5%
BBNA
293
Bremer Bank National Association
Minnesota
$674K -$33.5K -355 -5%
TNB
294
Thomasville National Bank
Georgia
$674K -$3.02K -32 -0.4%
CG
295
Colony Group
Massachusetts
$663K
VVP
296
Venture Visionary Partners
Ohio
$659K +$33.3K +353 +5%
DTC
297
Davidson Trust Company
Washington
$655K +$5.76K +61 +0.9%
PWP
298
Perfromance Wealth Partners
Illinois
$651K
AAS
299
Ameritas Advisory Services
Nebraska
$646K -$189 -2 -0%
OIA
300
OneDigital Investment Advisors
Kansas
$644K -$141K -1,498 -18%