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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$76.4M
2
BFG
Barber Financial Group
Kansas
+$55.7M
3
OCM
One Capital Management
California
+$44.7M
4
AF
Allworth Financial
California
+$39.3M
5
AAP
Arax Advisory Partners
Colorado
+$34.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$876M
2
LPL Financial
LPL Financial
California
-$36.7M
3
PFG
Piershale Financial Group
Illinois
-$28.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$21.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBWIC
376
Schaper Benz & Wise Investment Counsel
Wisconsin
$494K – – –
BFO
377
Boston Family Office
Massachusetts
$488K – – –
JWCA
378
J.W. Cole Advisors
Florida
$485K +$8.01K +73 +2%
OPS
379
Orion Portfolio Solutions
Nebraska
$483K +$483K +4,409 New
BHBT
380
Burke & Herbert Bank & Trust
Virginia
$477K – – –
NF
381
Norwood Financial
Pennsylvania
$472K -$30.7K -280 -6%
MMHP
382
Murphy Middleton Hinkle & Parker
Georgia
$466K +$768 +7 +0.2%
SC
383
SouthState Corp
Florida
$453K -$219 -2 -0%
YIH
384
Y-Intercept (HK)
Hong Kong
$452K +$452K +4,126 New
CFO
385
Collective Family Office
Pennsylvania
$451K – – –
WP
386
WealthSource Partners
California
$444K -$13.4K -122 -3%
WS
387
Wedbush Securities
California
$444K +$11.2K +102 +3%
IAA
388
Ironsides Asset Advisors
North Carolina
$439K – – –
WFM
389
Wolff Financial Management
Michigan
$439K – – –
KCM
390
Kanawha Capital Management
Virginia
$439K +$135K +1,235 +45%
MAM
391
Mystic Asset Management
Rhode Island
$438K – – –
GWA
392
GGM Wealth Advisors
Maryland
$436K +$28.7K +263 +7%
HIA
393
Harbor Investment Advisory
Maryland
$433K +$65.7K +600 +18%
FM
394
Foster & Motley
Ohio
$431K – – –
CIA
395
Capital Investment Advisors
Georgia
$428K +$5.26K +48 +1%
RhumbLine Advisers
396
RhumbLine Advisers
Massachusetts
$428K +$428K +3,900 New
WC
397
Weil Company
California
$423K +$9.75K +89 +2%
KL
398
KWMG LLC
Kansas
$420K -$3.94K -36 -0.9%
AllianceBernstein
399
AllianceBernstein
Tennessee
$419K -$1.32K -12 -0.3%
FFWA
400
FRG Family Wealth Advisors
Washington
$419K – – –
14 15
16
17 18