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iShares S&P Mid-Cap 400 Value ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$45.9M -$2.88M -26,291 -6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$43.2M -$14.3M -130,522 -25%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$42.9M +$9.76M +88,983 +29%
BF
29
BOK Financial
Oklahoma
$41.4M -$1.47M -13,416 -3%
WJA
30
Willis Johnson & Associates
Texas
$41.1M +$1.92M +17,554 +5%
Osaic Holdings
31
Osaic Holdings
Arizona
$38.6M +$2.52M +24,634 +7%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$37.3M +$4.02M +36,653 +12%
AAP
33
Arax Advisory Partners
Colorado
$37.3M +$34.3M +313,000 +1,155%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$37.2M +$2.12M +19,307 +6%
EH
35
Equitable Holdings
New York
$35.5M +$72.8K +664 +0.2%
AA
36
Alesco Advisors
New York
$35M -$150K -1,364 -0.4%
MCM
37
MAI Capital Management
Ohio
$32.6M +$176K +1,604 +0.5%
1IA
38
1834 Investment Advisors
Wisconsin
$31.3M -$242K -2,211 -0.8%
RCA
39
Rex Capital Advisors
Rhode Island
$28.5M -$92.2K -841 -0.3%
BCM
40
Brookstone Capital Management
Illinois
$25.9M +$22.8M +214,351 +719%
DPIM
41
Duff & Phelps Investment Management
Illinois
$25.7M +$87.7K +800 +0.3%
WIA
42
World Investment Advisors
California
$24.7M +$316K +2,882 +1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$24.6M -$7.12M -64,917 -22%
MWM
44
Merriman Wealth Management
Washington
$24.4M +$13.4M +122,671 +123%
KeyBank National Association
45
KeyBank National Association
Ohio
$23.1M -$588K -5,362 -2%
PRS
46
Pinkerton Retirement Specialists
Idaho
$21.9M +$6.36M +58,032 +41%
Stifel Financial
47
Stifel Financial
Missouri
$20.9M +$323K +2,950 +2%
KWP
48
Keystone Wealth Partners
Arizona
$20.5M +$1.56M +14,273 +8%
SL
49
Salomon & Ludwin
Virginia
$20.5M -$66.8K -609 -0.3%
CFB
50
Cullen/Frost Bankers
Texas
$19.8M +$6.3M +57,432 +47%