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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 %
ATC
426
Argent Trust Co
Tennessee
$282K
WB
427
WesBanco Bank
West Virginia
$277K -$6.85K -76 -2%
TWP
428
Tempus Wealth Planning
California
$276K +$276K +3,072 New
LAS
429
LWM Advisory Services
Florida
$274K -$39.7K -442 -13%
GJIC
430
Gamble Jones Investment Counsel
California
$270K
FT
431
Fiduciary Trust
Massachusetts
$269K -$9K -100 -3%
IWM
432
IHT Wealth Management
Illinois
$269K +$42.3K +470 +19%
NP
433
NorthRock Partners
Minnesota
$267K
HTC
434
Haverford Trust Company
Pennsylvania
$266K +$47K +522 +21%
PTC
435
Private Trust Company
Ohio
$263K
TWP
436
Transparent Wealth Partners
Arkansas
$261K +$1.89K +21 +0.7%
BIM
437
Bridges Investment Management
Nebraska
$260K
V
438
Veritable
Delaware
$258K
CFS
439
CRA Financial Services
New Jersey
$251K -$4.42K -49 -2%
ZF
440
Zhang Financial
Michigan
$251K
PWM
441
Perigon Wealth Management
California
$250K -$14.8K -165 -6%
HBW
442
Hazlett, Burt & Watson
West Virginia
$250K +$4.54K +50 +2%
AWA
443
Arete Wealth Advisors
Illinois
$249K +$249K +2,764 New
CT
444
Cambridge Trust
Massachusetts
$247K -$121K -1,338 -33%
RMDI
445
R.M. Davis Inc
Maine
$245K +$21.5K +239 +10%
HH
446
Hilltop Holdings
Texas
$244K
CST
447
Charles Schwab Trust
Nevada
$243K
OPWM
448
Oxinas Partners Wealth Management
Indiana
$241K +$241K +2,673 New
ONB
449
Old National Bancorp
Indiana
$241K +$241K +2,679 New
AMG
450
Advisors Management Group
Wisconsin
$240K