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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 %
SYBT
376
Stock Yards Bank & Trust
Kentucky
$460K +$460K +4,567 New
EWM
377
EPG Wealth Management
Georgia
$457K -$47.3K -469 -9%
SBWIC
378
Schaper Benz & Wise Investment Counsel
Wisconsin
$454K
TCOV
379
Trust Company of Vermont
Vermont
$451K +$106K +1,052 +31%
WAP
380
Wealthcare Advisory Partners
Pennsylvania
$449K -$85.3K -846 -16%
DIA
381
Dana Investment Advisors
Wisconsin
$447K +$116K +1,147 +35%
MCA
382
MSH Capital Advisors
Arizona
$445K -$10.1K -100 -2%
IA
383
IFG Advisory
Georgia
$442K -$402K -3,998 -48%
OPS
384
Orion Portfolio Solutions
Nebraska
$440K -$25K -248 -5%
SDWMA
385
Schneider Downs Wealth Management Advisors
Pennsylvania
$440K +$440K +4,361 New
GVAG
386
Great Valley Advisor Group
Delaware
$440K +$1.81K +18 +0.4%
SIC
387
Sigma Investment Counselors
Michigan
$439K -$17.7K -176 -4%
Susquehanna International Group
388
Susquehanna International Group
Pennsylvania
$436K -$2.15M -21,358 -83%
DIA
389
Dean Investment Associates
Ohio
$435K +$435K +4,318 New
BHBT
390
Burke & Herbert Bank & Trust
Virginia
$433K -$3.02K -30 -0.7%
HWMA
391
Heritage Wealth Management (Arizona)
Arizona
$433K +$218K +2,160 +101%
FCP
392
Fidelis Capital Partners
Florida
$433K +$433K +4,147 New
MMHP
393
Murphy Middleton Hinkle & Parker
Georgia
$431K +$1.71K +17 +0.4%
FA
394
Fiduciary Alliance
South Carolina
$430K +$430K +4,266 New
LSIA
395
LaSalle St. Investment Advisors
Illinois
$428K +$428K +4,250 New
GIA
396
Gladstone Institutional Advisory
Florida
$426K -$62.6K -621 -13%
MIA
397
MainStreet Investment Advisors
Illinois
$420K -$243K -2,415 -37%
SWM
398
SeaCrest Wealth Management
New York
$419K +$1.21K +12 +0.3%
AFA
399
Alpha Financial Advisors
North Carolina
$417K +$417K +4,134 New
MWM
400
Mattern Wealth Management
Kansas
$410K -$25.6K -254 -6%