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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 %
BF
26
BOK Financial
Oklahoma
$36.8M -$821K -8,140 -2%
MCM
27
MAI Capital Management
Ohio
$36M +$4.55M +45,175 +14%
M&T Bank
28
M&T Bank
New York
$35.9M -$4.26M -42,220 -11%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$29.3M +$1.01M +10,043 +4%
1IA
30
1834 Investment Advisors
Wisconsin
$27.4M -$326K -3,239 -1%
Lido Advisors
31
Lido Advisors
California
$26.1M -$275K -2,726 -1%
RCA
32
Rex Capital Advisors
Rhode Island
$26.1M -$1.11M -10,964 -4%
AA
33
Alesco Advisors
New York
$25.6M -$3.41M -33,795 -12%
Creative Planning
34
Creative Planning
Kansas
$25.4M +$9.55M +94,695 +60%
EH
35
Equitable Holdings
New York
$24.7M -$1.89M -18,794 -7%
SAF
36
Smith Anglin Financial
Texas
$24.5M +$2.14M +21,225 +10%
AAP
37
Arax Advisory Partners
Colorado
$24.3M -$1.43M -14,185 -6%
PRS
38
Pinkerton Retirement Specialists
Idaho
$24M +$24M +237,965 New
DPIM
39
Duff & Phelps Investment Management
Illinois
$23.9M +$192K +1,900 +0.8%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$23.2M +$1.47M +14,613 +7%
AF
41
Allworth Financial
California
$21.8M -$1.72M -17,087 -7%
KeyBank National Association
42
KeyBank National Association
Ohio
$20.6M +$237K +2,354 +1%
WIA
43
World Investment Advisors
California
$20.1M +$19.9M +197,260 +8,514%
Stifel Financial
44
Stifel Financial
Missouri
$19.5M +$1.37M +13,615 +8%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$19.4M +$4.96M +49,229 +34%
CC
46
Courier Capital
New York
$19.2M +$6.83M +67,751 +55%
SL
47
Salomon & Ludwin
Virginia
$18.4M -$39.8K -395 -0.2%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$18M +$15.5M +154,208 +623%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$17.9M +$7.49M +74,275 +72%
HighTower Advisors
50
HighTower Advisors
Illinois
$17.9M +$3.7M +36,724 +26%