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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$76.4M
2
BFG
Barber Financial Group
Kansas
+$55.7M
3
OCM
One Capital Management
California
+$44.7M
4
AF
Allworth Financial
California
+$39.3M
5
AAP
Arax Advisory Partners
Colorado
+$34.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$876M
2
LPL Financial
LPL Financial
California
-$36.7M
3
PFG
Piershale Financial Group
Illinois
-$28.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$21.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
451
Veritable
Delaware
$314K – – –
TAIM
452
TD Ameritrade Investment Management
Nebraska
$312K -$103K -938 -25%
OCM
453
Objective Capital Management
Ohio
$308K +$32.1K +293 +12%
NEWAS
454
N.E.W. Advisory Services
Wisconsin
$307K +$307K +3,020 New
ZF
455
Zhang Financial
Michigan
$306K – – –
Carson Wealth (CWM LLC)
456
Carson Wealth (CWM LLC)
Nebraska
$306K +$10.7K +98 +4%
PWM
457
Perigon Wealth Management
California
$299K – – –
HH
458
Hilltop Holdings
Texas
$297K – – –
CST
459
Charles Schwab Trust
Nevada
$296K – – –
HBW
460
Hazlett, Burt & Watson
West Virginia
$296K +$296K +2,705 New
AMG
461
Advisors Management Group
Wisconsin
$293K – – –
RPCONE
462
Retirement Planning Company of New England
Rhode Island
$293K – – –
FNBTCON
463
First National Bank & Trust Co of Newtown
Pennsylvania
$290K – – –
SW
464
SVB Wealth
Massachusetts
$288K – – –
WA
465
WESPAC Advisors
California
$287K -$89.7K -819 -24%
PWM
466
PBMares Wealth Management
Virginia
$286K +$329 +3 +0.1%
BHWM
467
Bar Harbor Wealth Management
New Hampshire
$281K -$11.5K -105 -4%
ACA
468
Ascension Capital Advisors
Texas
$280K -$8.07M -73,648 -97%
IA
469
Insight Advisors
Pennsylvania
$280K +$32.3K +295 +13%
FMWA
470
Forvis Mazars Wealth Advisors
Missouri
$279K -$31.7K -289 -10%
Neuberger Berman Group
471
Neuberger Berman Group
New York
$278K +$278K +2,538 New
NCM
472
Narwhal Capital Management
Georgia
$274K – – –
EWM
473
Endurance Wealth Management
Rhode Island
$274K +$1.1K +10 +0.4%
SIS
474
SVB Investment Services
Utah
$273K -$219 -2 -0.1%
WH
475
Willner & Heller
California
$273K +$1.33K +12 +0.5%
17 18
19
20 21