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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 %
MBTD
451
Mechanics Bank - Trust Department
California
$329K
Jane Street
452
Jane Street
New York
$329K -$2.47M -24,508 -88%
BJL
453
Brighton Jones LLC
Washington
$329K -$20K -198 -6%
IA
454
Integrity Advisory
Kansas
$325K -$46.7K -463 -13%
FCFC
455
First Commonwealth Financial Corp
Pennsylvania
$322K
HWA
456
Heartwood Wealth Advisors
Virginia
$322K +$322K +3,194 New
DC
457
Davenport & Co
Virginia
$320K +$101 +1 +0%
RCG
458
Resource Consulting Group
Florida
$320K
CS
459
Capital Square
Tennessee
$319K -$21K -208 -6%
IWM
460
IHT Wealth Management
Illinois
$318K +$16.7K +166 +6%
MHS
461
M Holdings Securities
Oregon
$318K -$41.1K -408 -11%
PMFA
462
Plante Moran Financial Advisors
Michigan
$318K +$222K +2,206 +233%
ATC
463
Argent Trust Co
Tennessee
$316K
LT
464
Legacy Trust
Michigan
$315K +$315K +3,121 New
HSA
465
HBK Sorce Advisory
Pennsylvania
$312K +$312K +3,100 New
TW
466
Transform Wealth
Colorado
$310K -$6.96K -69 -2%
BMCM
467
Burns Matteson Capital Management
New York
$310K +$310K +3,071 New
EW
468
Enzi Wealth
Texas
$308K
WB
469
WesBanco Bank
West Virginia
$307K -$2.52K -25 -0.8%
MSFS
470
Main Street Financial Solutions
Pennsylvania
$305K +$305K +3,027 New
GJIC
471
Gamble Jones Investment Counsel
California
$302K
NP
472
NorthRock Partners
Minnesota
$299K
SFG
473
Sage Financial Group
Pennsylvania
$298K +$42.3K +420 +17%
FT
474
Fiduciary Trust
Massachusetts
$296K -$5.04K -50 -2%
VIA
475
Vickerman Investment Advisors
Washington
$296K -$25.8K -256 -8%