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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 %
SEM
401
Strategic Equity Management
Arizona
$416K +$416K +3,793 New
CA
402
Cetera Advisors
Colorado
$414K +$12.2K +111 +3%
BFAG
403
Blackston Financial Advisory Group
Florida
$411K +$51K +495 +14%
WAM
404
Weinberger Asset Management
California
$410K +$188K +1,717 +85%
PCIA
405
Prime Capital Investment Advisors
Kansas
$410K – – –
Prudential Financial
406
Prudential Financial
New Jersey
$406K – – –
EVM
407
Eaton Vance Management
Massachusetts
$402K +$69.3K +633 +21%
IA
408
Integrity Advisory
Kansas
$400K +$400K +3,650 New
FNBOO
409
First National Bank of Omaha
Nebraska
$396K -$5.04K -46 -1%
SIM
410
Stratos Investment Management
Ohio
$394K – – –
LAS
411
LWM Advisory Services
Florida
$391K -$26K -237 -6%
RWG
412
Ratio Wealth Group
Colorado
$390K – – –
SWM
413
SeaCrest Wealth Management
New York
$388K -$54.3K -495 -12%
RIM
414
Rockbridge Investment Management
New York
$387K -$1.03M -9,400 -73%
CG
415
Corundum Group
Colorado
$383K – – –
AWM
416
Altium Wealth Management
New York
$382K +$382K +3,487 New
DJYG
417
David J. Yvars Group
Florida
$381K -$201K -1,820 -35%
BJL
418
Brighton Jones LLC
Washington
$381K +$55.6K +508 +17%
FCFC
419
First Commonwealth Financial Corp
Pennsylvania
$380K – – –
TCOV
420
Trust Company of Vermont
Vermont
$379K – – –
VAS
421
Vestmark Advisory Solutions
Massachusetts
$374K +$374K +3,415 New
BA
422
Bellwether Advisors
Nebraska
$373K -$23.5K -215 -6%
CS
423
Capital Square
Tennessee
$369K – – –
WFAG
424
Wescott Financial Advisory Group
Pennsylvania
$369K +$369K +3,368 New
LWCFA
425
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$366K -$72.3K -660 -17%
15 16
17
18 19