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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 %
CCB
401
Country Club Bank
Missouri
$410K
PFO
402
Pathstone Family Office
New Jersey
$409K +$409K +5,000 New
CIAS
403
Capital Investment Advisory Services
North Carolina
$405K +$12.9K +128 +3%
HAS
404
Holland Advisory Services
Florida
$404K -$6.92M -68,628 -94%
IA
405
IFG Advisors
Missouri
$404K
MAM
406
Mystic Asset Management
Rhode Island
$403K
IAA
407
Ironsides Asset Advisors
North Carolina
$403K
WFM
408
Wolff Financial Management
Michigan
$403K
Citadel Advisors
409
Citadel Advisors
Florida
$401K -$5.63M -55,808 -93%
JFG
410
JMG Financial Group
Illinois
$400K
HIM
411
Hanlon Investment Management
New Jersey
$397K +$397K +3,937 New
FM
412
Foster & Motley
Ohio
$396K
CIA
413
Capital Investment Advisors
Georgia
$394K
EARNEST Partners
414
EARNEST Partners
Georgia
$393K +$291K +2,886 +285%
CFO
415
Callan Family Office
Pennsylvania
$389K +$389K +3,862 New
PCA
416
Personal Capital Advisors
California
$386K +$56.7K +563 +17%
FFWA
417
FRG Family Wealth Advisors
Washington
$385K
FA
418
Financial Alternatives
California
$384K +$384K +3,806 New
WTB
419
Washington Trust Bank
Washington
$383K -$26.3K -261 -6%
KCM
420
Kanawha Capital Management
Virginia
$383K -$3.03K -30 -0.8%
LWCFA
421
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$381K
EWM
422
Endurance Wealth Management
Rhode Island
$380K -$22.4K -222 -6%
SI
423
Stephens Inc
Arkansas
$379K -$32.7K -324 -8%
CAM
424
Close Asset Management
United Kingdom
$377K
WC
425
Weil Company
California
$376K -$8.97K -89 -2%