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iShares S&P Mid-Cap 400 Value ETF

659 hedge funds and large institutions have $6.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+53
Holders Change %
+8.75%
% of All Funds
10.18%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.56%
New
107
Increased
216
Reduced
155
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
451
SVB Wealth
Massachusetts
$291K
ONB
452
Old National Bancorp
Indiana
$290K
PWM
453
PBMares Wealth Management
Virginia
$288K +$996 +9 +0.3%
5L
454
55I LLC
Massachusetts
$287K +$287K +2,587 New
CFGS
455
Concourse Financial Group Securities
Alabama
$286K
AWA
456
Arkadios Wealth Advisors
Georgia
$286K +$57.2K +516 +25%
HTC
457
Haverford Trust Company
Pennsylvania
$285K +$15.9K +144 +6%
CSIC
458
Clifford Swan Investment Counsel
California
$284K -$50.9K -460 -15%
M
459
MOTCO
Texas
$281K
SIS
460
SVB Investment Services
Utah
$280K +$225 +2 +0.1%
BSSFA
461
Baron Silver Stevens Financial Advisors
Florida
$278K
OCM
462
Objective Capital Management
Ohio
$278K +$278K +2,516 New
NCM
463
Narwhal Capital Management
Georgia
$277K
EWM
464
Endurance Wealth Management
Rhode Island
$275K -$1.11K -10 -0.4%
MA
465
MAS Advisors
Florida
$272K +$272K +2,462 New
MA
466
MKT Advisors
California
$272K +$272K +2,600 New
BS
467
Boenning & Scattergood
Pennsylvania
$271K +$111 +1 +0%
MWM
468
Mission Wealth Management
California
$270K
ICM
469
IMS Capital Management
Oregon
$269K
AF
470
Alerus Financial
North Dakota
$268K -$17.6K -159 -6%
BRWM
471
B. Riley Wealth Management
Tennessee
$268K -$3.54K -32 -1%
IWM
472
IHT Wealth Management
Illinois
$267K -$52.1K -470 -16%
FRA
473
Frank Rimerman Advisors
California
$267K
FA
474
FC Advisory
Pennsylvania
$264K +$2.76K +25 +1%
HIMC
475
Heritage Investors Management Corp
Maryland
$263K