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iShares S&P Mid-Cap 400 Value ETF

643 hedge funds and large institutions have $4.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.87%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.52%
New
47
Increased
231
Reduced
206
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WB
426
WesBanco Bank
West Virginia
$298K -$6.15K -65 -2%
KIA
427
KCM Investment Advisors
California
$297K
CA
428
Cetera Advisors
Colorado
$296K -$60.6K -642 -17%
ATC
429
Argent Trust Co
Tennessee
$296K +$296K +3,138 New
RIM
430
Rockbridge Investment Management
New York
$296K -$36.3K -384 -11%
BA
431
Bellwether Advisors
Nebraska
$295K -$25.8K -274 -8%
AllianceBernstein
432
AllianceBernstein
Tennessee
$293K -$67.8K -718 -19%
FT
433
Fiduciary Trust
Massachusetts
$292K
MI
434
Moneywise Inc
Virginia
$284K +$945 +10 +0.3%
SIM
435
Stratos Investment Management
Ohio
$283K -$56.6K -599 -17%
GJIC
436
Gamble Jones Investment Counsel
California
$283K +$283K +3,000 New
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$282K +$18.6K +197 +7%
FWM
438
Frontier Wealth Management
Missouri
$281K -$3.96K -42 -1%
NP
439
NorthRock Partners
Minnesota
$280K +$280K +2,966 New
AHB
440
Abner Herrman & Brock
New Jersey
$278K
PWM
441
Perigon Wealth Management
California
$278K +$20.7K +220 +8%
PTC
442
Private Trust Company
Ohio
$276K +$276K +2,926 New
BIM
443
Bridges Investment Management
Nebraska
$273K
TWP
444
Transparent Wealth Partners
Arkansas
$272K +$272K +2,877 New
V
445
Veritable
Delaware
$270K
WIA
446
World Investment Advisors
California
$269K -$22.8M -222,233 -99%
CFS
447
CRA Financial Services
New Jersey
$268K -$8.61K -91 -3%
PA
448
PSI Advisors
Florida
$268K -$5.67K -60 -2%
ZF
449
Zhang Financial
Michigan
$263K
IA
450
Insight Advisors
Pennsylvania
$260K +$203 +2 +0.1%