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

622 hedge funds and large institutions have $4.33B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 197 increasing their positions, 201 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-21
Holders Change %
-3.27%
% of All Funds
10.76%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.45%
New
35
Increased
197
Reduced
201
Closed
45
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$252K

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
+$22.9M
2
Ameriprise
Ameriprise
Minnesota
+$14.2M
3
Lido Advisors
Lido Advisors
California
+$11.3M
4
UBS Group
UBS Group
Switzerland
+$9.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.36M

Top Sellers

1
BFG
Barber Financial Group
Kansas
-$69.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$37.2M
3
M&T Bank
M&T Bank
New York
-$23.7M
4
PRS
Pinkerton Retirement Specialists
Idaho
-$20.4M
5
OCM
One Capital Management
California
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Apollon Wealth Management
South Carolina
$701K -$31.4K -349 -4%
EE
277
EWG Elevate
California
$700K -$9.62M -106,846 -93%
TIM
278
Thompson Investment Management
Wisconsin
$679K +$2.07K +23 +0.3%
GRP
279
Global Retirement Partners
California
$667K +$412K +4,109 +162%
APP
280
Avantax Planning Partners
Iowa
$663K -$69.3K -770 -9%
VFIC
281
Valley Forge Investment Consultants
Pennsylvania
$657K -$5.04K -56 -0.8%
CIAS
282
CFS Investment Advisory Services
New Jersey
$646K +$639K +3,619,946 +8,533%
CWM
283
Cornerstone Wealth Management
Missouri
$643K +$52.7K +585 +9%
TNB
284
Thomasville National Bank
Georgia
$642K – – –
HW
285
Hancock Whitney
Mississippi
$639K +$206K +2,291 +48%
BBNA
286
Bremer Bank National Association
Minnesota
$636K -$6.39K -71 -1%
AC
287
AWM Capital
Arizona
$634K – – –
CG
288
Colony Group
Massachusetts
$632K – – –
VVP
289
Venture Visionary Partners
Ohio
$628K – – –
MGIA
290
Matthew Goff Investment Advisor
Texas
$627K -$288K -3,199 -31%
PWP
291
Perfromance Wealth Partners
Illinois
$621K – – –
AAS
292
Ameritas Advisory Services
Nebraska
$618K +$2.16K +24 +0.4%
ACA
293
Anchor Capital Advisors
Massachusetts
$610K +$393K +3,906 +181%
DTC
294
Davidson Trust Company
Washington
$605K -$19.8K -220 -3%
MIC
295
Meridian Investment Counsel
California
$598K – – –
CWM
296
Connecticut Wealth Management
Connecticut
$593K -$55.2K -613 -9%
MIA
297
MainStreet Investment Advisors
Illinois
$593K – – –
Comerica Bank
298
Comerica Bank
Texas
$593K +$184K +1,921 +45%
HCA
299
Harbour Capital Advisors
Virginia
$590K – – –
GTAM
300
Global Trust Asset Management
Florida
$589K – – –
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