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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 %
WFM
376
Wolff Financial Management
Michigan
$443K +$443K +4,000 New
VIA
377
Vickerman Investment Advisors
Washington
$442K -$354K -3,201 -44%
MAM
378
Mystic Asset Management
Rhode Island
$442K +$442K +4,000 New
WS
379
Wedbush Securities
California
$437K +$17.4K +157 +4%
FM
380
Foster & Motley
Ohio
$435K
AWM
381
Aevitas Wealth Management
Massachusetts
$434K
KL
382
KWMG LLC
Kansas
$428K -$14.7K -133 -3%
CIA
383
Capital Investment Advisors
Georgia
$427K
AllianceBernstein
384
AllianceBernstein
Tennessee
$424K
FFWA
385
FRG Family Wealth Advisors
Washington
$423K
LAS
386
LWM Advisory Services
Florida
$421K +$421K +3,805 New
TAIM
387
TD Ameritrade Investment Management
Nebraska
$419K +$39.9K +360 +11%
GWA
388
GGM Wealth Advisors
Maryland
$418K
WC
389
Weil Company
California
$417K
MYIA
390
Mount Yale Investment Advisors
Colorado
$412K
MI
391
Moneywise Inc
Virginia
$411K +$222 +2 +0.1%
PCIA
392
Prime Capital Investment Advisors
Kansas
$410K
Prudential Financial
393
Prudential Financial
New Jersey
$410K +$410K +3,700 New
CA
394
Cetera Advisors
Colorado
$406K +$17.4K +157 +4%
FNBOO
395
First National Bank of Omaha
Nebraska
$405K
BA
396
Bellwether Advisors
Nebraska
$401K
SIM
397
Stratos Investment Management
Ohio
$398K +$111 +1 +0%
AL
398
Aspiriant LLC
California
$396K +$396K +3,582 New
HR
399
Hayden Royal
North Carolina
$395K -$4.09K -37 -1%
RWG
400
Ratio Wealth Group
Colorado
$394K -$274K -2,475 -41%