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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 %
CF
401
Centaurus Financial
California
$390K -$473K -4,279 -55%
CG
402
Corundum Group
Colorado
$386K -$14.4K -130 -4%
BFAG
403
Blackston Financial Advisory Group
Florida
$386K +$386K +3,491 New
FCFC
404
First Commonwealth Financial Corp
Pennsylvania
$384K
HR
405
Hardy Reed
Mississippi
$383K -$222 -2 -0.1%
TCOV
406
Trust Company of Vermont
Vermont
$383K
AB
407
Atlas Brown
Kentucky
$382K +$4.99K +45 +1%
WA
408
WESPAC Advisors
California
$381K +$381K +3,439 New
WB
409
WesBanco Bank
West Virginia
$376K -$19K -172 -5%
CS
410
Capital Square
Tennessee
$374K
KPWS
411
Kestra Private Wealth Services
Texas
$374K +$20.2K +182 +6%
APSP
412
Asset Planning Services (Pennsylvania)
Pennsylvania
$373K +$443 +4 +0.1%
WCM
413
Wealthcare Capital Management
Virginia
$372K -$46.1K -417 -11%
HIA
414
Harbor Investment Advisory
Maryland
$371K
PCA
415
Personal Capital Advisors
California
$368K -$9.2K -83 -2%
ES
416
Eagle Strategies
New York
$366K +$366K +3,303 New
TW
417
Transform Wealth
Colorado
$365K -$22K -199 -6%
MBTD
418
Mechanics Bank - Trust Department
California
$362K
Jane Street
419
Jane Street
New York
$361K
VA
420
Valmark Advisers
Ohio
$360K +$360K +3,249 New
FT
421
Fiduciary Trust
Massachusetts
$353K
DC
422
Davenport & Co
Virginia
$348K -$10.4K -94 -3%
KIA
423
KCM Investment Advisors
California
$348K -$1.66K -15 -0.5%
RWP
424
Revolve Wealth Partners
New Jersey
$346K +$346K +3,123 New
PWW
425
Pettyjohn Wood & White
Virginia
$341K