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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$76.4M
2
BFG
Barber Financial Group
Kansas
+$55.7M
3
OCM
One Capital Management
California
+$44.7M
4
AF
Allworth Financial
California
+$39.3M
5
AAP
Arax Advisory Partners
Colorado
+$34.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$876M
2
LPL Financial
LPL Financial
California
-$36.7M
3
PFG
Piershale Financial Group
Illinois
-$28.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$21.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
476
FC Advisory
Pennsylvania
$273K +$10.7K +97 +4%
AWA
477
Arkadios Wealth Advisors
Georgia
$272K -$10.4K -95 -4%
RMDI
478
R.M. Davis Inc
Maine
$272K +$272K +2,484 New
JWM
479
JFG Wealth Management
Colorado
$271K +$271K +2,470 New
BS
480
Boenning & Scattergood
Pennsylvania
$269K – – –
ONB
481
Old National Bancorp
Indiana
$267K -$20.8K -190 -7%
MWM
482
Mission Wealth Management
California
$267K – – –
HTC
483
Haverford Trust Company
Pennsylvania
$266K -$15.8K -144 -6%
BBHC
484
Brown Brothers Harriman & Co
New York
$266K – – –
ICM
485
IMS Capital Management
Oregon
$266K – – –
BSSFA
486
Baron Silver Stevens Financial Advisors
Florida
$265K -$11K -100 -4%
AF
487
Alerus Financial
North Dakota
$265K – – –
BONH
488
Bank of New Hampshire
New Hampshire
$265K +$265K +2,413 New
FRA
489
Frank Rimerman Advisors
California
$264K – – –
IWM
490
IHT Wealth Management
Illinois
$261K -$2.74K -25 -1%
HIMC
491
Heritage Investors Management Corp
Maryland
$261K +$547 +5 +0.2%
MA
492
MKT Advisors
California
$259K – – –
PSF
493
Pacific Sun Financial
California
$259K – – –
SG
494
Strid Group
Pennsylvania
$257K +$257K +2,344 New
VNA
495
Valley National Advisers
Pennsylvania
$256K – – –
AB
496
Atlas Brown
Kentucky
$254K -$123K -1,127 -33%
NAS
497
Nicolet Advisory Services
Wisconsin
$252K +$425 +4 +0.2%
GRP
498
Global Retirement Partners
California
$252K +$252K +2,535 New
RWM
499
Rockwood Wealth Management
Pennsylvania
$250K +$877 +8 +0.4%
M
500
MOTCO
Texas
$249K -$30.1K -274 -11%
18 19
20
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