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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 %
AWM
301
Apollon Wealth Management
South Carolina
$776K -$8.87K -88 -1%
TIM
302
Thompson Investment Management
Wisconsin
$763K +$3.23K +32 +0.4%
WAM
303
Weinberger Asset Management
California
$745K -$360K -3,571 -33%
APP
304
Avantax Planning Partners
Iowa
$743K +$101 +1 +0%
VFIC
305
Valley Forge Investment Consultants
Pennsylvania
$739K +$3.13K +31 +0.4%
TNB
306
Thomasville National Bank
Georgia
$719K -$403 -4 -0.1%
CG
307
Colony Group
Massachusetts
$719K +$11.4K +113 +2%
BBNA
308
Bremer Bank National Association
Minnesota
$712K -$101 -1 -0%
VVP
309
Venture Visionary Partners
Ohio
$705K +$1.51K +15 +0.2%
MIC
310
Meridian Investment Counsel
California
$670K
HBW
311
Hazlett, Burt & Watson
West Virginia
$670K +$392K +3,888 +141%
DTC
312
Davidson Trust Company
Washington
$666K -$11.7K -116 -2%
MF
313
Meridian Financial
Massachusetts
$665K +$5.55K +55 +0.8%
CWM
314
Connecticut Wealth Management
Connecticut
$664K
EWA
315
ERTS Wealth Advisors
Michigan
$662K +$215K +2,134 +48%
GTAM
316
Global Trust Asset Management
Florida
$659K
SF
317
Synovus Financial
Georgia
$657K +$49.1K +487 +8%
PWP
318
Perfromance Wealth Partners
Illinois
$652K -$43.4K -431 -6%
RA
319
Rodgers & Associates
Pennsylvania
$646K +$134K +1,332 +26%
HCA
320
Harbour Capital Advisors
Virginia
$645K
OPWM
321
Oxinas Partners Wealth Management
Indiana
$642K +$372K +3,694 +138%
Franklin Resources
322
Franklin Resources
California
$640K
KBFS
323
Kohmann Bosshard Financial Services
Ohio
$640K
CPO
324
Cerity Partners OCIO
New York
$638K -$9.88K -98 -2%
CB
325
Cadence Bank
Mississippi
$633K