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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 %
KPWS
451
Kestra Private Wealth Services
Texas
$256K -$49.9K -529 -16%
HH
452
Hilltop Holdings
Texas
$256K
HBW
453
Hazlett, Burt & Watson
West Virginia
$255K
CST
454
Charles Schwab Trust
Nevada
$255K
RWP
455
Revolve Wealth Partners
New Jersey
$254K -$24.1K -255 -9%
AMG
456
Advisors Management Group
Wisconsin
$252K
RPCONE
457
Retirement Planning Company of New England
Rhode Island
$251K -$1.89K -20 -0.7%
FNBTCON
458
First National Bank & Trust Co of Newtown
Pennsylvania
$250K
SW
459
SVB Wealth
Massachusetts
$249K
MA
460
MKT Advisors
California
$247K
PWM
461
PBMares Wealth Management
Virginia
$246K +$377 +4 +0.2%
MWM
462
Mascoma Wealth Management
New Hampshire
$245K -$248K -2,626 -50%
FMWA
463
Forvis Mazars Wealth Advisors
Missouri
$240K +$94 +1 +0%
GRP
464
Global Retirement Partners
California
$240K +$189 +2 +0.1%
IWM
465
IHT Wealth Management
Illinois
$238K +$12.9K +137 +6%
NCM
466
Narwhal Capital Management
Georgia
$236K
FA
467
FC Advisory
Pennsylvania
$236K +$946 +10 +0.4%
EWM
468
Endurance Wealth Management
Rhode Island
$235K -$472 -5 -0.2%
RMDI
469
R.M. Davis Inc
Maine
$235K
WH
470
Willner & Heller
California
$235K +$1.7K +18 +0.7%
BS
471
Boenning & Scattergood
Pennsylvania
$235K +$3.77K +40 +2%
MWM
472
Mission Wealth Management
California
$234K +$3.78K +40 +2%
JWM
473
JFG Wealth Management
Colorado
$233K
BHWM
474
Bar Harbor Wealth Management
New Hampshire
$232K -$9.22K -98 -4%
SFG
475
Sage Financial Group
Pennsylvania
$232K +$232K +2,457 New