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iShares S&P Mid-Cap 400 Value ETF

686 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 222 increasing their positions, 203 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+64
Holders Change %
+10.29%
% of All Funds
11.07%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
109
Increased
222
Reduced
203
Closed
34
Calls
$262K
Puts
Net Calls
+$262K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
276
Sather Financial Group
Texas
$952K
AHC
277
Anderson Hoagland & Co
Missouri
$950K -$91.2K -861 -9%
HCC
278
Hirtle Callaghan & Co
Pennsylvania
$927K
NL
279
NWAM LLC
Washington
$927K
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$925K -$695K -6,893 -43%
SHFP
281
Second Half Financial Partners
Florida
$922K +$22.1K +197 +2%
BWA
282
BDO Wealth Advisors
Florida
$916K -$4.33K -43 -0.5%
SWM
283
Spire Wealth Management
Virginia
$911K +$16.6K +165 +2%
MGIA
284
Matthew Goff Investment Advisor
Texas
$905K +$276K +3,048 +44%
CPA
285
Cardiff Park Advisors
California
$904K -$168K -1,666 -16%
ACA
286
Anchor Capital Advisors
Massachusetts
$901K +$289K +2,868 +47%
USCWA
287
U.S. Capital Wealth Advisors
Texas
$900K -$8.97K -89 -1%
SWPG
288
Strategic Wealth Partners Group
Illinois
$892K
SC
289
Savant Capital
Illinois
$890K -$14.3K -142 -2%
Citigroup
290
Citigroup
New York
$888K +$18.2K +181 +2%
PO
291
Private Ocean
California
$883K +$101 +1 +0%
HFRG
292
Houlihan Financial Resource Group
Virginia
$846K +$104 +1 +0%
VAS
293
Vestmark Advisory Solutions
Massachusetts
$843K +$276K +2,737 +49%
BCM
294
Barometer Capital Management
Ontario, Canada
$837K +$837K +8,300 New
PAG
295
Private Advisor Group
New Jersey
$824K +$7.29K +337 +0.9%
BCG
296
Breakwater Capital Group
New Jersey
$819K +$819K +8,129 New
LWA
297
LWS Wealth Advisors
New Jersey
$808K -$18.2K -181 -2%
TC
298
TAGStone Capital
North Carolina
$797K +$10.1K +100 +1%
TF
299
TIAA FSB
Florida
$795K -$11.6K -115 -1%
TSW
300
Thompson Siegel & Walmsley
Virginia
$793K +$692K +6,862 +683%