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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.

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 %
BF
26
BOK Financial
Oklahoma
$43.3M +$3.7M +33,418 +9%
WJA
27
Willis Johnson & Associates
Texas
$39.5M +$1.07M +9,653 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$39M +$262K +2,368 +0.7%
EH
29
Equitable Holdings
New York
$35.7M -$146K -1,322 -0.4%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$35.5M +$126K +1,135 +0.4%
AA
31
Alesco Advisors
New York
$35.4M -$1.5M -13,511 -4%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$33.6M +$630K +5,692 +2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$33.4M +$2.88M +26,032 +9%
MCM
34
MAI Capital Management
Ohio
$32.7M +$383K +3,460 +1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$32M +$7.22M +65,212 +29%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$31.9M +$2.14M +19,292 +7%
1IA
37
1834 Investment Advisors
Wisconsin
$31.9M +$53K +479 +0.2%
RCA
38
Rex Capital Advisors
Rhode Island
$28.8M +$512K +4,629 +2%
PFG
39
Piershale Financial Group
Illinois
$28.6M +$11.2M +100,751 +64%
DPIM
40
Duff & Phelps Investment Management
Illinois
$25.9M +$122K +1,100 +0.5%
WIA
41
World Investment Advisors
California
$23.9M +$22.7M +210,556 +1,844%
KeyBank National Association
42
KeyBank National Association
Ohio
$23.9M -$91.8K -829 -0.4%
BFG
43
Barber Financial Group
Kansas
$22.4M -$19M -171,748 -46%
Stifel Financial
44
Stifel Financial
Missouri
$20.8M +$3.49M +31,537 +20%
SL
45
Salomon & Ludwin
Virginia
$20.7M -$342K -3,094 -2%
FMC
46
First Merchants Corp
Indiana
$19.5M -$346K -3,125 -2%
KWP
47
Keystone Wealth Partners
Arizona
$19.1M +$1.24M +11,241 +7%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$19.1M +$77K +696 +0.4%
SFI
49
SPC Financial Inc
Maryland
$18.8M +$19.9K +180 +0.1%
FAM
50
Flaharty Asset Management
Florida
$18.7M +$101K +913 +0.5%