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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
351
Beaumont Financial Advisors
Massachusetts
$420K +$420K +4,672 New
OPS
352
Orion Portfolio Solutions
Nebraska
$415K -$1.44K -16 -0.3%
CPC
353
Cookson Peirce & Co
Pennsylvania
$415K +$76.8K +853 +23%
RMCM
354
Reynders McVeigh Capital Management
Massachusetts
$414K
CSIC
355
Clifford Swan Investment Counsel
California
$414K +$1.44K +16 +0.3%
WWM
356
Western Wealth Management
Colorado
$413K +$413K +4,574 New
SIC
357
Sigma Investment Counselors
Michigan
$408K
MCA
358
MSH Capital Advisors
Arizona
$406K -$9K -100 -2%
SBWIC
359
Schaper Benz & Wise Investment Counsel
Wisconsin
$405K
EWA
360
ERTS Wealth Advisors
Michigan
$399K -$148K -1,642 -27%
BRWA
361
B. Riley Wealth Advisors
Florida
$396K -$107K -1,191 -21%
HIA
362
Harbor Investment Advisory
Maryland
$392K
CA
363
Cetera Advisors
Colorado
$392K +$110K +1,223 +39%
GVAG
364
Great Valley Advisor Group
Delaware
$391K -$13K -144 -3%
CA
365
CoreCap Advisors
Michigan
$389K -$818K -9,096 -68%
MWM
366
Mattern Wealth Management
Kansas
$389K
BHBT
367
Burke & Herbert Bank & Trust
Virginia
$389K +$6.11K +68 +2%
MMHP
368
Murphy Middleton Hinkle & Parker
Georgia
$384K +$720 +8 +0.2%
AI
369
Accredited Investors
Minnesota
$374K -$1.09M -12,130 -74%
SWM
370
SeaCrest Wealth Management
New York
$373K -$24.9K -277 -6%
GWA
371
GGM Wealth Advisors
Maryland
$371K -$18K -185 -5%
SI
372
Stephens Inc
Arkansas
$368K -$327K -3,628 -47%
CCB
373
Country Club Bank
Missouri
$368K
WTB
374
Washington Trust Bank
Washington
$365K +$21K +234 +6%
IAA
375
Ironsides Asset Advisors
North Carolina
$360K