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iShares S&P Mid-Cap 400 Value ETF

679 hedge funds and large institutions have $5.72B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.75%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
79
Increased
222
Reduced
213
Closed
48
Calls
$746K
Puts
$208K
Net Calls
+$538K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Shares
Change %
AL
351
Aspiriant LLC
California
$551K +$158K +1,440 +40%
RA
352
Rodgers & Associates
Pennsylvania
$550K +$46K +420 +9%
EE
353
EWG Elevate
California
$545K -$7.69M -70,130 -93%
B
354
Bailard
California
$540K
CFD
355
Creative Financial Designs
Indiana
$537K +$12K +109 +2%
BPA
356
Beacon Pointe Advisors
California
$535K +$535K +4,883 New
VA
357
Valmark Advisers
Ohio
$534K +$178K +1,623 +50%
GVAG
358
Great Valley Advisor Group
Delaware
$529K -$54.8K -500 -9%
HW
359
Hancock Whitney
Mississippi
$529K -$35.8K -326 -6%
GL
360
Graypoint LLC
New York
$523K -$10.1K -92 -2%
MAM
361
MMA Asset Management
Pennsylvania
$521K -$119K -1,208 -19%
EVC
362
Eidelman Virant Capital
Missouri
$520K -$110 -1 -0%
MWM
363
Meridian Wealth Management
Kentucky
$518K -$43.4K -396 -8%
FLPIM
364
F.L. Putnam Investment Management
Massachusetts
$517K +$28.5K +260 +6%
Cerity Partners
365
Cerity Partners
New York
$508K -$222K -2,030 -30%
SBH
366
Segall Bryant & Hamill
Illinois
$508K +$508K +4,627 New
WTB
367
Washington Trust Bank
Washington
$506K
AFG
368
Allegheny Financial Group
Pennsylvania
$506K +$506K +4,619 New
MCA
369
MSH Capital Advisors
Arizona
$505K -$27.8K -254 -5%
CCFM
370
Clear Creek Financial Management
Washington
$504K -$8.76M -79,814 -95%
IA
371
IFG Advisory
Georgia
$504K -$479K -4,371 -49%
RMCM
372
Reynders McVeigh Capital Management
Massachusetts
$504K
CA
373
Clearstead Advisors
Ohio
$503K +$10.3K +94 +2%
RWA
374
Redhawk Wealth Advisors
Minnesota
$500K +$45.4K +414 +10%
SIC
375
Sigma Investment Counselors
Michigan
$497K +$8.22K +75 +2%