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iShares S&P Mid-Cap 400 Value ETF

643 hedge funds and large institutions have $4.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.87%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.52%
New
47
Increased
231
Reduced
206
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EVC
351
Eidelman Virant Capital
Missouri
$456K +$3.43K +36 +0.8%
HW
352
Hancock Whitney
Mississippi
$454K
GL
353
Graypoint LLC
New York
$450K
WS
354
Wedbush Securities
California
$439K +$56.8K +602 +15%
RDFA
355
Ritter Daniher Financial Advisory
Ohio
$438K +$248K +2,626 +131%
SBH
356
Segall Bryant & Hamill
Illinois
$437K
OPS
357
Orion Portfolio Solutions
Nebraska
$437K +$20.9K +221 +5%
MCA
358
MSH Capital Advisors
Arizona
$435K
RMCM
359
Reynders McVeigh Capital Management
Massachusetts
$434K
CSIC
360
Clifford Swan Investment Counsel
California
$433K +$233K +2,467 +116%
DIA
361
Dana Investment Advisors
Wisconsin
$431K -$695K -7,352 -62%
SIC
362
Sigma Investment Counselors
Michigan
$428K
VAS
363
Vestmark Advisory Solutions
Massachusetts
$428K +$105K +1,116 +33%
SBWIC
364
Schaper Benz & Wise Investment Counsel
Wisconsin
$425K
GVAG
365
Great Valley Advisor Group
Delaware
$424K -$31.6K -335 -7%
Millennium Management
366
Millennium Management
New York
$420K -$375K -3,971 -47%
Comerica Bank
367
Comerica Bank
Texas
$420K +$231K +2,355 +123%
SWM
368
SeaCrest Wealth Management
New York
$418K +$83.7K +886 +25%
SEM
369
Strategic Equity Management
Arizona
$415K +$56.8K +601 +16%
IA
370
IFG Advisory
Georgia
$413K -$20.7K -219 -5%
BFS
371
Bradley Foster & Sargent
Connecticut
$412K -$687K -7,283 -63%
HIA
372
Harbor Investment Advisory
Maryland
$412K +$38.6K +409 +10%
MWM
373
Mattern Wealth Management
Kansas
$408K -$2.23M -23,622 -85%
BHBT
374
Burke & Herbert Bank & Trust
Virginia
$402K -$8.49K -90 -2%
MMHP
375
Murphy Middleton Hinkle & Parker
Georgia
$402K +$756 +8 +0.2%