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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 %
Cerity Partners
301
Cerity Partners
New York
$738K +$169K +1,526 +30%
MIC
302
Meridian Investment Counsel
California
$736K
Franklin Resources
303
Franklin Resources
California
$735K +$70.1K +632 +11%
MIA
304
MainStreet Investment Advisors
Illinois
$729K
GTAM
305
Global Trust Asset Management
Florida
$729K
MAM
306
MMA Asset Management
Pennsylvania
$717K -$1.62M -14,654 -69%
OWA
307
Outlook Wealth Advisors
Texas
$714K -$34.9K -315 -5%
HCA
308
Harbour Capital Advisors
Virginia
$709K
JIC
309
Johnson Investment Counsel
Ohio
$698K
AAS
310
Ameritas Advisory Services
Nebraska
$697K +$697K +6,296 New
MBT
311
Montecito Bank & Trust
California
$695K
CBN
312
Cadence Bank NA
Texas
$693K -$11.8K -107 -2%
EWA
313
EP Wealth Advisors
California
$686K +$686K +6,198 New
DBT
314
Dubuque Bank & Trust
Iowa
$685K
FFS
315
Founders Financial Securities
Maryland
$685K +$2.77K +25 +0.4%
OC
316
Oppenheimer & Co
New York
$678K -$70.4K -636 -9%
CFG
317
Citizens Financial Group
Rhode Island
$677K +$5.64K +51 +0.8%
EGWAG
318
Elwood & Goetz Wealth Advisory Group
Georgia
$676K +$4.98K +45 +0.7%
AC
319
AWM Capital
Arizona
$674K
MF
320
Meridian Financial
Massachusetts
$674K +$674K +6,086 New
SF
321
Synovus Financial
Georgia
$657K -$127K -1,148 -16%
WAM
322
WNY Asset Management
New York
$652K +$10.8K +97 +2%
PCMC
323
Private Capital Management (Colorado)
Colorado
$650K
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$628K +$180K +1,630 +40%
CAMG
325
CWA Asset Management Group
Florida
$627K