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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 %
CIAS
376
Capital Investment Advisory Services
North Carolina
$393K +$315K +3,334 +404%
CCB
377
Country Club Bank
Missouri
$387K +$108K +1,130 +39%
SC
378
SouthState Corp
Florida
$386K -$4.35K -46 -1%
CT
379
Cambridge Trust
Massachusetts
$385K +$178K +1,890 +86%
GWA
380
GGM Wealth Advisors
Maryland
$379K
IAA
381
Ironsides Asset Advisors
North Carolina
$378K
WFM
382
Wolff Financial Management
Michigan
$378K
KCM
383
Kanawha Capital Management
Virginia
$378K
Prudential Financial
384
Prudential Financial
New Jersey
$378K
MAM
385
Mystic Asset Management
Rhode Island
$377K
DJYG
386
David J. Yvars Group
Florida
$376K +$48.4K +510 +15%
JFG
387
JMG Financial Group
Illinois
$375K +$375K +3,968 New
VW
388
Vance Wealth
California
$373K +$373K +3,955 New
FM
389
Foster & Motley
Ohio
$371K
CIA
390
Capital Investment Advisors
Georgia
$369K
FNBOO
391
First National Bank of Omaha
Nebraska
$368K +$26.9K +285 +8%
KL
392
KWMG LLC
Kansas
$362K
WTB
393
Washington Trust Bank
Washington
$361K -$74.5K -790 -17%
FFWA
394
FRG Family Wealth Advisors
Washington
$361K
NF
395
Norwood Financial
Pennsylvania
$360K -$45.4K -482 -11%
BFAG
396
Blackston Financial Advisory Group
Florida
$359K -$23.4K -244 -6%
PCIA
397
Prime Capital Investment Advisors
Kansas
$356K +$7.17K +76 +2%
LWCFA
398
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$356K +$41K +435 +13%
CPC
399
Cookson Peirce & Co
Pennsylvania
$355K +$355K +3,756 New
WC
400
Weil Company
California
$354K -$10.4K -110 -3%