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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 %
MAM
376
Mystic Asset Management
Rhode Island
$360K
WFM
377
Wolff Financial Management
Michigan
$360K
PA
378
PFG Advisors
Arizona
$360K +$360K +4,004 New
IA
379
IFG Advisors
Missouri
$360K +$360K +4,005 New
EWM
380
Endurance Wealth Management
Rhode Island
$359K +$135K +1,500 +60%
JFG
381
JMG Financial Group
Illinois
$357K
FM
382
Foster & Motley
Ohio
$354K
Prudential Financial
383
Prudential Financial
New Jersey
$353K
FNBOO
384
First National Bank of Omaha
Nebraska
$351K
CIA
385
Capital Investment Advisors
Georgia
$351K
CIAS
386
Capital Investment Advisory Services
North Carolina
$350K -$24.3K -270 -6%
KCM
387
Kanawha Capital Management
Virginia
$345K -$16.2K -180 -4%
FFWA
388
FRG Family Wealth Advisors
Washington
$344K
WC
389
Weil Company
California
$343K +$5.84K +65 +2%
SC
390
SouthState Corp
Florida
$340K -$27.5K -306 -7%
PCIA
391
Prime Capital Investment Advisors
Kansas
$340K
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$340K
KL
393
KWMG LLC
Kansas
$339K -$5.66K -63 -2%
NF
394
Norwood Financial
Pennsylvania
$339K -$4.5K -50 -1%
CAM
395
Close Asset Management
United Kingdom
$336K
IA
396
Integrity Advisory
Kansas
$332K +$2.43K +27 +0.7%
FA
397
FC Advisory
Pennsylvania
$325K +$101K +1,118 +45%
BFS
398
Bradley Foster & Sargent
Connecticut
$324K -$69.8K -774 -18%
MHS
399
M Holdings Securities
Oregon
$321K
RWG
400
Ratio Wealth Group
Colorado
$320K