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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 %
JWCA
401
J.W. Cole Advisors
Florida
$315K +$810 +9 +0.3%
CG
402
Corundum Group
Colorado
$314K
BJL
403
Brighton Jones LLC
Washington
$312K -$198K -2,203 -39%
RFA
404
Resurgent Financial Advisors
Georgia
$312K
TCOV
405
Trust Company of Vermont
Vermont
$308K +$450 +5 +0.1%
WP
406
WealthSource Partners
California
$306K -$16.1K -179 -5%
RBC
407
Romano Brothers & Co
Illinois
$306K +$306K +3,395 New
DJYG
408
David J. Yvars Group
Florida
$304K -$53.6K -594 -15%
WFAG
409
Wescott Financial Advisory Group
Pennsylvania
$304K +$450 +5 +0.1%
CS
410
Capital Square
Tennessee
$303K
PWW
411
Pettyjohn Wood & White
Virginia
$302K +$8.11K +90 +3%
EWA
412
Encompass Wealth Advisors
Oregon
$301K +$301K +3,345 New
SB
413
Strategic Blueprint
Georgia
$299K
DIA
414
Dana Investment Advisors
Wisconsin
$296K -$114K -1,270 -28%
EW
415
Enzi Wealth
Texas
$295K +$295K +2,830 New
MBTD
416
Mechanics Bank - Trust Department
California
$294K
PCA
417
Personal Capital Advisors
California
$294K
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$294K +$25.4K +283 +9%
AllianceBernstein
419
AllianceBernstein
Tennessee
$291K +$12.1K +135 +4%
FCFC
420
First Commonwealth Financial Corp
Pennsylvania
$288K
VIA
421
Vickerman Investment Advisors
Washington
$287K -$13.2K -147 -4%
RCG
422
Resource Consulting Group
Florida
$286K
DC
423
Davenport & Co
Virginia
$285K +$180 +2 +0.1%
TW
424
Transform Wealth
Colorado
$283K -$3.06K -34 -1%
RIM
425
Rockbridge Investment Management
New York
$282K