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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 %
PCMC
301
Private Capital Management (Colorado)
Colorado
$644K
TF
302
TIAA FSB
Florida
$634K +$634K +6,711 New
MIC
303
Meridian Investment Counsel
California
$628K
MIA
304
MainStreet Investment Advisors
Illinois
$622K
HA
305
HYA Advisors
Missouri
$619K -$7.46K -79 -1%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$619K +$26.6K +282 +4%
CWM
307
Cornerstone Wealth Management
Missouri
$619K +$77.9K +825 +14%
GTAM
308
Global Trust Asset Management
Florida
$617K
Franklin Resources
309
Franklin Resources
California
$610K +$850 +9 +0.1%
CPO
310
Cerity Partners OCIO
New York
$606K -$24.2K -256 -4%
HCA
311
Harbour Capital Advisors
Virginia
$605K
KBFS
312
Kohmann Bosshard Financial Services
Ohio
$600K
CBN
313
Cadence Bank NA
Texas
$593K
TWP
314
Total Wealth Planning
Ohio
$589K +$15.7K +166 +3%
MF
315
Meridian Financial
Massachusetts
$589K +$661 +7 +0.1%
CFG
316
Citizens Financial Group
Rhode Island
$581K +$1.89K +20 +0.3%
EGWAG
317
Elwood & Goetz Wealth Advisory Group
Georgia
$576K
AC
318
AWM Capital
Arizona
$575K
SF
319
Synovus Financial
Georgia
$574K +$15K +159 +3%
EWA
320
ERTS Wealth Advisors
Michigan
$574K +$574K +6,078 New
FHC
321
First Heartland Consultants
Missouri
$570K -$1.7M -18,000 -75%
MBT
322
Montecito Bank & Trust
California
$566K
DBT
323
Dubuque Bank & Trust
Iowa
$564K
MA
324
MONECO Advisors
Connecticut
$561K -$3.02K -32 -0.5%
WAM
325
WNY Asset Management
New York
$558K +$3.14K +33 +0.6%