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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.

New
Increased
Maintained
Reduced
Closed
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 %
CFA
476
Carroll Financial Associates
North Carolina
$262K -$24.4K -222 -9%
NAS
477
Nicolet Advisory Services
Wisconsin
$262K
PSF
478
Pacific Sun Financial
California
$261K
VNA
479
Valley National Advisers
Pennsylvania
$259K
HW
480
Hedeker Wealth
Illinois
$254K
WH
481
Willner & Heller
California
$253K +$253K +2,455 New
RWM
482
Rockwood Wealth Management
Pennsylvania
$252K +$252K +2,273 New
IA
483
Insight Advisors
Pennsylvania
$250K
CWM
484
ClientFirst Wealth Management
Arkansas
$249K +$249K +2,258 New
PIMG
485
Patriot Investment Management Group
Tennessee
$247K +$442 +4 +0.2%
DG
486
Doman Group
New York
$246K +$246K +2,223 New
SB
487
Strategic Blueprint
Georgia
$244K +$14.4K +130 +6%
Brown Advisory
488
Brown Advisory
Maryland
$241K +$241K +2,181 New
ARC
489
Advisor Resource Council
Texas
$238K +$238K +2,152 New
NFG
490
Next Financial Group
Texas
$237K -$1.66K -15 -0.7%
PGFC
491
Peapack-Gladstone Financial Corp
New Jersey
$237K
CBTWT
492
Community Bank & Trust (Waco, Texas)
Texas
$233K
CPC
493
Consolidated Planning Corp
Georgia
$231K
MCM
494
Mattern Capital Management
Colorado
$230K -$52.6K -476 -19%
SS
495
Sunbelt Securities
Texas
$228K -$64.6K -600 -22%
Fayez Sarofim & Co
496
Fayez Sarofim & Co
Texas
$228K
CIC
497
Carnegie Investment Counsel
Ohio
$228K
T
498
TNF
Montana
$227K +$113 +1 +0%
EA
499
Eclectic Associates
California
$226K
BFM
500
Boston Financial Management
Massachusetts
$225K