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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 %
HIA
351
Harbor Investment Advisory
Maryland
$533K +$93.2K +925 +21%
NA
352
NewEdge Advisors
Louisiana
$533K +$109K +1,397 +26%
FLPIM
353
F.L. Putnam Investment Management
Massachusetts
$532K
MAM
354
MMA Asset Management
Pennsylvania
$531K
BRWA
355
B. Riley Wealth Advisors
Florida
$529K +$86.6K +859 +20%
SW
356
SVB Wealth
Massachusetts
$524K -$12.5K -124 -2%
MWM
357
Meridian Wealth Management
Kentucky
$514K -$91.3K -906 -15%
WS
358
Wedbush Securities
California
$509K +$34.2K +340 +7%
BFAG
359
Blackston Financial Advisory Group
Florida
$508K +$30.6K +304 +6%
AL
360
Aspiriant LLC
California
$502K
RDFA
361
Ritter Daniher Financial Advisory
Ohio
$491K -$137K -1,361 -22%
CCA
362
Cobblestone Capital Advisors
New York
$488K -$20.2K -200 -4%
CA
363
Clearstead Advisors
Ohio
$483K +$2.02K +20 +0.4%
B
364
Bailard
California
$481K
LPAM
365
Lodestar Private Asset Management
California
$480K +$480K +4,764 New
PCIA
366
Prime Capital Investment Advisors
Kansas
$479K +$98.8K +980 +26%
GL
367
Graypoint LLC
New York
$479K -$1.71K -17 -0.4%
RWG
368
Ratio Wealth Group
Colorado
$479K +$120K +1,194 +34%
SBH
369
Segall Bryant & Hamill
Illinois
$474K +$3.22K +32 +0.7%
RIM
370
Rockbridge Investment Management
New York
$473K +$157K +1,560 +50%
CA
371
Cetera Advisors
Colorado
$471K +$31.8K +315 +7%
BFA
372
Beaumont Financial Advisors
Massachusetts
$471K
CPC
373
Cookson Peirce & Co
Pennsylvania
$465K +$705 +7 +0.2%
RMCM
374
Reynders McVeigh Capital Management
Massachusetts
$464K
CSIC
375
Clifford Swan Investment Counsel
California
$464K