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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 %
MF
301
Meridian Financial
Massachusetts
$589K +$27.4K +304 +5%
CCFM
302
Clear Creek Financial Management
Washington
$588K -$10.5M -116,075 -95%
CPO
303
Cerity Partners OCIO
New York
$578K +$630 +7 +0.1%
Franklin Resources
304
Franklin Resources
California
$572K -$9.82K -109 -2%
KBFS
305
Kohmann Bosshard Financial Services
Ohio
$572K – – –
CB
306
Cadence Bank
Mississippi
$565K +$565K +6,280 New
RDFA
307
Ritter Daniher Financial Advisory
Ohio
$561K +$144K +1,599 +34%
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$556K -$34.6K -384 -6%
CFG
309
Citizens Financial Group
Rhode Island
$554K – – –
EGWAG
310
Elwood & Goetz Wealth Advisory Group
Georgia
$549K – – –
WPW
311
Waldron Private Wealth
Pennsylvania
$545K -$526K -5,860 -49%
SF
312
Synovus Financial
Georgia
$545K -$5.6K -62 -1%
TWP
313
Total Wealth Planning
Ohio
$542K -$19.8K -220 -4%
WAM
314
WNY Asset Management
New York
$542K +$11.7K +130 +2%
MWM
315
Meridian Wealth Management
Kentucky
$541K -$417K -4,628 -44%
MBT
316
Montecito Bank & Trust
California
$540K – – –
MA
317
MONECO Advisors
Connecticut
$539K +$3.69K +41 +0.7%
SI
318
Saxon Interests
Texas
$538K -$211K -2,215 -28%
DBT
319
Dubuque Bank & Trust
Iowa
$537K -$90 -1 -0%
PCMC
320
Private Capital Management (Colorado)
Colorado
$529K – – –
SA
321
Shilanski & Associates
Alaska
$529K +$529K +5,876 New
IBOK
322
Independence Bank of Kentucky
Kentucky
$525K – – –
AWA
323
Amplius Wealth Advisors
Pennsylvania
$523K +$313K +3,480 +150%
KFAA
324
Klaas Financial Asset Advisors
Illinois
$522K -$8.11K -90 -2%
OWA
325
Outlook Wealth Advisors
Texas
$516K -$14.1K -157 -3%
11 12
13
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