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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 %
MA
326
MONECO Advisors
Connecticut
$626K +$2.86K +27 +0.5%
CW
327
CreativeOne Wealth
Kansas
$625K +$625K +5,645 New
SFA
328
Sequoia Financial Advisors
Ohio
$613K +$613K +5,542 New
BIM
329
Bridges Investment Management
Nebraska
$608K
VFA
330
Valeo Financial Advisors
Indiana
$595K
CA
331
Cambridge Advisors
Nebraska
$591K
GVAG
332
Great Valley Advisor Group
Delaware
$589K -$29.9K -270 -5%
DJYG
333
David J. Yvars Group
Florida
$583K -$475K -4,295 -45%
EWM
334
EPG Wealth Management
Georgia
$579K +$1.88K +17 +0.3%
HW
335
Hancock Whitney
Mississippi
$569K +$19.6K +177 +4%
AMCA
336
Arthur M. Cohen & Associates
Illinois
$567K +$183K +1,650 +48%
MWM
337
Meridian Wealth Management
Kentucky
$566K +$7.19K +65 +1%
NA
338
NewEdge Advisors
Louisiana
$565K +$565K +5,101 New
GAM
339
Griffin Asset Management
New York
$560K +$60.4K +546 +12%
SI
340
Saxon Interests
Texas
$560K +$560K +4,989 New
CWM
341
Cornerstone Wealth Management
Missouri
$559K +$41.4K +374 +8%
CCA
342
Cobblestone Capital Advisors
New York
$557K
B
343
Bailard
California
$545K
OPWM
344
Oxinas Partners Wealth Management
Indiana
$545K +$79.5K +719 +17%
SAM
345
Smithbridge Asset Management
Pennsylvania
$540K
MCA
346
MSH Capital Advisors
Arizona
$538K +$538K +4,864 New
GL
347
Graypoint LLC
New York
$538K -$2.21K -20 -0.4%
MWM
348
Mascoma Wealth Management
New Hampshire
$531K +$527K +4,758 +12,200%
CFD
349
Creative Financial Designs
Indiana
$530K +$28.3K +256 +6%
BBNA
350
Bremer Bank National Association
Minnesota
$530K +$156K +1,404 +42%