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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
426
Cary Street Partners Investment Advisory
Virginia
$365K -$385K -3,515 -51%
MBTD
427
Mechanics Bank - Trust Department
California
$358K
KPWS
428
Kestra Private Wealth Services
Texas
$356K -$14.3K -130 -4%
MP
429
McDonald Partners
Ohio
$355K +$355K +3,234 New
VIA
430
Vickerman Investment Advisors
Washington
$354K -$56K -546 -14%
WB
431
WesBanco Bank
West Virginia
$353K -$20.3K -185 -5%
DC
432
Davenport & Co
Virginia
$351K +$6.14K +56 +2%
TW
433
Transform Wealth
Colorado
$349K -$12.8K -117 -4%
ES
434
Eagle Strategies
New York
$348K -$14.5K -132 -4%
KIA
435
KCM Investment Advisors
California
$345K
PCA
436
Personal Capital Advisors
California
$344K -$19.7K -180 -5%
BRWM
437
B. Riley Wealth Management
Tennessee
$341K +$75.9K +693 +29%
FFA
438
Freedman Financial Associates
Massachusetts
$340K +$21.9K +200 +7%
FT
439
Fiduciary Trust
Massachusetts
$339K -$11K -100 -3%
PWW
440
Pettyjohn Wood & White
Virginia
$338K
SB
441
Strategic Blueprint
Georgia
$338K +$95.8K +873 +40%
MI
442
Moneywise Inc
Virginia
$328K -$78.3K -715 -19%
CCB
443
Country Club Bank
Missouri
$326K +$326K +2,935 New
RWP
444
Revolve Wealth Partners
New Jersey
$323K -$19.6K -179 -6%
AHB
445
Abner Herrman & Brock
New Jersey
$323K
OCM
446
Orser Capital Management
Texas
$322K +$322K +2,935 New
CFS
447
CRA Financial Services
New Jersey
$321K +$4.5K +41 +1%
FWM
448
Frontier Wealth Management
Missouri
$320K +$212 +2 +0.1%
BIM
449
Bridges Investment Management
Nebraska
$317K -$286K -2,607 -47%
PA
450
PSI Advisors
Florida
$317K