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

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

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
+$22.9M
2
Ameriprise
Ameriprise
Minnesota
+$14.2M
3
Lido Advisors
Lido Advisors
California
+$11.3M
4
UBS Group
UBS Group
Switzerland
+$9.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.36M

Top Sellers

1
BFG
Barber Financial Group
Kansas
-$69.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$37.2M
3
M&T Bank
M&T Bank
New York
-$23.7M
4
PRS
Pinkerton Retirement Specialists
Idaho
-$20.4M
5
OCM
One Capital Management
California
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
451
Moneywise Inc
Virginia
$239K -$31K -345 -11%
RPCONE
452
Retirement Planning Company of New England
Rhode Island
$239K – – –
FNBTCON
453
First National Bank & Trust Co of Newtown
Pennsylvania
$238K – – –
CWM
454
ClientFirst Wealth Management
Arkansas
$235K – – –
PWM
455
PBMares Wealth Management
Virginia
$235K – – –
MA
456
MKT Advisors
California
$234K – – –
KIA
457
KCM Investment Advisors
California
$231K -$51.7K -575 -18%
LWM
458
Laidlaw Wealth Management
New York
$231K +$20.5K +228 +10%
IA
459
Insight Advisors
Pennsylvania
$230K +$359 +4 +0.2%
SFG
460
Sage Financial Group
Pennsylvania
$228K +$6.93K +77 +3%
AHB
461
Abner Herrman & Brock
New Jersey
$225K -$40.1K -446 -15%
NCM
462
Narwhal Capital Management
Georgia
$225K – – –
WH
463
Willner & Heller
California
$225K +$1.62K +18 +0.7%
BS
464
Boenning & Scattergood
Pennsylvania
$224K – – –
VNA
465
Valley National Advisers
Pennsylvania
$224K – – –
MWM
466
Mission Wealth Management
California
$222K -$1.08K -12 -0.5%
JWM
467
JFG Wealth Management
Colorado
$222K – – –
BBHC
468
Brown Brothers Harriman & Co
New York
$222K +$4.14K +46 +2%
BHWM
469
Bar Harbor Wealth Management
New Hampshire
$221K -$1.44K -16 -0.6%
FMWA
470
Forvis Mazars Wealth Advisors
Missouri
$220K -$8.26K -92 -4%
ICM
471
IMS Capital Management
Oregon
$219K – – –
RWM
472
Rockwood Wealth Management
Pennsylvania
$218K +$12.2K +136 +6%
FRA
473
Frank Rimerman Advisors
California
$217K – – –
BONH
474
Bank of New Hampshire
New Hampshire
$217K – – –
NAS
475
Nicolet Advisory Services
Wisconsin
$217K +$645 +7 +0.3%
17 18
19
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