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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 %
WANY
351
Wealthspire Advisors (New York)
New York
$529K -$14.1K -127 -3%
EVC
352
Eidelman Virant Capital
Missouri
$527K +$5.33K +48 +1%
WTB
353
Washington Trust Bank
Washington
$511K
RA
354
Rodgers & Associates
Pennsylvania
$509K -$8.41K -76 -2%
RMCM
355
Reynders McVeigh Capital Management
Massachusetts
$509K
GWM
356
Geneos Wealth Management
Colorado
$508K -$2.52M -22,743 -83%
NF
357
Norwood Financial
Pennsylvania
$507K +$507K +4,581 New
SBWIC
358
Schaper Benz & Wise Investment Counsel
Wisconsin
$498K +$498K +4,502 New
CA
359
Clearstead Advisors
Ohio
$497K +$6.42K +58 +1%
SIC
360
Sigma Investment Counselors
Michigan
$494K -$55.4K -500 -10%
FLPIM
361
F.L. Putnam Investment Management
Massachusetts
$493K
BFO
362
Boston Family Office
Massachusetts
$493K +$493K +4,450 New
LA
363
LexAurum Advisors
Kansas
$488K +$2.88K +26 +0.6%
BHBT
364
Burke & Herbert Bank & Trust
Virginia
$482K -$23.6K -213 -5%
JWCA
365
J.W. Cole Advisors
Florida
$481K +$481K +4,347 New
TWP
366
Total Wealth Planning
Ohio
$475K -$529K -3,367 -53%
PA
367
PFG Advisors
Arizona
$471K -$11.8K -107 -2%
MMHP
368
Murphy Middleton Hinkle & Parker
Georgia
$469K +$1.44K +13 +0.3%
WP
369
WealthSource Partners
California
$461K
RWA
370
Redhawk Wealth Advisors
Minnesota
$459K +$459K +4,143 New
SC
371
SouthState Corp
Florida
$458K -$20.9K -189 -4%
CFO
372
Collective Family Office
Pennsylvania
$455K
SWM
373
SeaCrest Wealth Management
New York
$446K +$56.7K +513 +15%
LWCFA
374
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$443K
IAA
375
Ironsides Asset Advisors
North Carolina
$443K