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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 %
GAM
326
Griffin Asset Management
New York
$511K +$20.7K +230 +4%
VC
327
Vicus Capital
Pennsylvania
$508K +$508K +5,643 New
VAS
328
Vestmark Advisory Solutions
Massachusetts
$506K +$98.6K +1,096 +24%
NA
329
NewEdge Advisors
Louisiana
$487K +$35.7K +396 +8%
CA
330
Cambridge Advisors
Nebraska
$481K – – –
SW
331
SVB Wealth
Massachusetts
$479K +$242K +2,690 +102%
WAP
332
Wealthcare Advisory Partners
Pennsylvania
$477K -$41.5K -461 -8%
SFA
333
Sequoia Financial Advisors
Ohio
$476K -$22.7K -252 -5%
FLPIM
334
F.L. Putnam Investment Management
Massachusetts
$475K +$180 +2 +0%
BFAG
335
Blackston Financial Advisory Group
Florida
$475K +$99.8K +995 +27%
MAM
336
MMA Asset Management
Pennsylvania
$474K – – –
CFD
337
Creative Financial Designs
Indiana
$473K +$9.9K +110 +2%
VFA
338
Valeo Financial Advisors
Indiana
$468K -$7.21K -80 -2%
BPA
339
Beacon Pointe Advisors
California
$464K -$15.1K -168 -3%
RA
340
Rodgers & Associates
Pennsylvania
$457K +$2.88K +32 +0.6%
CCA
341
Cobblestone Capital Advisors
New York
$454K +$811 +9 +0.2%
EWM
342
EPG Wealth Management
Georgia
$450K -$23.2K -258 -5%
AL
343
Aspiriant LLC
California
$449K – – –
GIA
344
Gladstone Institutional Advisory
Florida
$436K -$24.8K -275 -5%
EVC
345
Eidelman Virant Capital
Missouri
$434K – – –
B
346
Bailard
California
$429K -$13.5K -150 -3%
CA
347
Clearstead Advisors
Ohio
$429K -$8.9K -99 -2%
GL
348
Graypoint LLC
New York
$429K – – –
WS
349
Wedbush Securities
California
$424K +$5.31K +59 +1%
SBH
350
Segall Bryant & Hamill
Illinois
$422K +$4.15K +46 +1%
12 13
14
15 16