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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.

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
1
Arax Advisory Partners
Colorado
$22.9M
2
Ameriprise
2
Ameriprise
Minnesota
$173M
3
Lido Advisors
3
Lido Advisors
California
$23.6M
4
UBS Group
4
UBS Group
Switzerland
$221M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$67M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$1.37M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.33M
3
M&T Bank
3
M&T Bank
New York
$35.8M
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$0
5
OCM
5
One Capital Management
California
$4.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$31.1M 345,569 -409 -0.1%
MCM
27
MAI Capital Management
Ohio
$28.1M 311,793 +9,708 +3%
AA
28
Alesco Advisors
New York
$25.9M 287,358 -20,022 -7%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$25.2M 280,523 -39,093 -12%
1IA
30
1834 Investment Advisors
Wisconsin
$24.8M 275,193 -15,116 -5%
RCA
31
Rex Capital Advisors
Rhode Island
$24.3M 269,774 +7,578 +3%
EH
32
Equitable Holdings
New York
$23.8M 264,258 -45,057 -15%
Lido Advisors
33
Lido Advisors
California
$23.6M 262,034 +125,897 +92%
AAP
34
Arax Advisory Partners
Colorado
$22.9M 254,972 +254,091 +28,841%
CFB
35
Cullen/Frost Bankers
Texas
$21.2M 235,601 +30,308 +15%
DPIM
36
Duff & Phelps Investment Management
Illinois
$21.2M 235,285 +425 +0.2%
AF
37
Allworth Financial
California
$21M 232,877 -4,459 -2%
SAF
38
Smith Anglin Financial
Texas
$19.9M 221,410 +45,383 +26%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$19.4M 215,900 +1,126 +0.5%
KeyBank National Association
40
KeyBank National Association
Ohio
$18.2M 201,993 -7,283 -3%
SL
41
Salomon & Ludwin
Virginia
$16.5M 183,259 +792 +0.4%
Stifel Financial
42
Stifel Financial
Missouri
$16.2M 180,110 +21,434 +14%
FAM
43
Flaharty Asset Management
Florida
$15.3M 169,553 +4,518 +3%
FMC
44
First Merchants Corp
Indiana
$15.2M 168,587 +247 +0.1%
SFI
45
SPC Financial Inc
Maryland
$14.3M 159,280 +479 +0.3%
Creative Planning
46
Creative Planning
Kansas
$14.1M 157,012 -49,547 -24%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$12.9M 143,661 -58,054 -29%
HighTower Advisors
48
HighTower Advisors
Illinois
$12.7M 140,980 -546 -0.4%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$12.4M 138,226 -4,804 -3%
JE
50
JMAC Enterprises
Pennsylvania
$12M 133,167 -12,866 -9%
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