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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 %
Comerica Bank
326
Comerica Bank
Texas
$628K -$43.7K -403 -7%
CFG
327
Citizens Financial Group
Rhode Island
$627K +$6.45K +64 +1%
AC
328
AWM Capital
Arizona
$614K
WAM
329
WNY Asset Management
New York
$614K +$9.27K +92 +2%
GRP
330
Global Retirement Partners
California
$613K -$56.6K -561 -8%
EGWAG
331
Elwood & Goetz Wealth Advisory Group
Georgia
$611K -$4.74K -47 -0.8%
DBT
332
Dubuque Bank & Trust
Iowa
$602K -$101 -1 -0%
TRCT
333
Tower Research Capital (TRC)
New York
$598K -$2.64M -26,216 -82%
MBT
334
Montecito Bank & Trust
California
$595K -$10.1K -100 -2%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$593K +$263K +2,607 +80%
PCMC
336
Private Capital Management (Colorado)
Colorado
$592K
SI
337
Saxon Interests
Texas
$590K -$209 -2 -0%
IBOK
338
Independence Bank of Kentucky
Kentucky
$587K
GAM
339
Griffin Asset Management
New York
$586K +$12.8K +127 +2%
TWP
340
Total Wealth Planning
Ohio
$566K -$40.1K -398 -7%
SFA
341
Sequoia Financial Advisors
Ohio
$563K +$30.2K +300 +6%
EWA
342
EP Wealth Advisors
California
$559K +$559K +5,542 New
AAS
343
Ameritas Advisory Services
Nebraska
$557K -$134K -1,332 -19%
MA
344
MONECO Advisors
Connecticut
$557K -$46K -456 -8%
BCM
345
Brookstone Capital Management
Illinois
$555K -$1.69M -16,195 -75%
WPW
346
Waldron Private Wealth
Pennsylvania
$545K
CFD
347
Creative Financial Designs
Indiana
$543K +$12.9K +128 +2%
AllianceBernstein
348
AllianceBernstein
Tennessee
$539K +$213K +2,114 +65%
BPA
349
Beacon Pointe Advisors
California
$539K +$18.8K +187 +4%
CA
350
Cambridge Advisors
Nebraska
$538K