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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 %
SC
426
SouthState Corp
Florida
$374K -$7.36K -73 -2%
NF
427
Norwood Financial
Pennsylvania
$373K -$6.75K -67 -2%
PCH
428
PGIM Custom Harvest
New Jersey
$373K +$373K +3,700 New
WFAG
429
Wescott Financial Advisory Group
Pennsylvania
$371K +$30.5K +303 +9%
CIBC Private Wealth Group
430
CIBC Private Wealth Group
Georgia
$370K +$538 +9 +0.1%
FA
431
FC Advisory
Pennsylvania
$369K +$4.34K +43 +1%
CT
432
Cambridge Trust
Massachusetts
$367K +$90.9K +903 +33%
PA
433
PFG Advisors
Arizona
$366K -$37.5K -372 -9%
BFS
434
Bradley Foster & Sargent
Connecticut
$362K
PTC
435
Private Trust Company
Ohio
$354K +$59.4K +590 +20%
RFA
436
Resurgent Financial Advisors
Georgia
$354K +$4.54K +45 +1%
HR
437
Hardy Reed
Mississippi
$349K +$349K +3,458 New
CT
438
Columbia Trust
Oregon
$346K +$115K +1,144 +50%
KL
439
KWMG LLC
Kansas
$346K -$34.5K -342 -9%
RBC
440
Romano Brothers & Co
Illinois
$342K
JWCA
441
J.W. Cole Advisors
Florida
$341K -$11.9K -118 -3%
PWW
442
Pettyjohn Wood & White
Virginia
$338K
EWA
443
Encompass Wealth Advisors
Oregon
$337K
PIA
444
Panoramic Investment Advisors
Colorado
$336K +$336K +3,335 New
BMWM
445
Brown Miller Wealth Management
Virginia
$336K +$336K +3,332 New
SM
446
Sensible Money
Arizona
$336K +$336K +3,330 New
AI
447
Accredited Investors
Minnesota
$335K -$84.2K -835 -20%
AWA
448
Arkadios Wealth Advisors
Georgia
$333K -$1.06M -10,529 -76%
SB
449
Strategic Blueprint
Georgia
$332K -$2.62K -26 -0.8%
ES
450
Eagle Strategies
New York
$330K +$330K +3,278 New