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iShares S&P Mid-Cap 400 Value ETF

643 hedge funds and large institutions have $4.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.87%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.52%
New
47
Increased
231
Reduced
206
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
476
TD Ameritrade Investment Management
Nebraska
$230K -$38.5K -408 -14%
BBHC
477
Brown Brothers Harriman & Co
New York
$229K
ICM
478
IMS Capital Management
Oregon
$229K
HTC
479
Haverford Trust Company
Pennsylvania
$229K
BSSFA
480
Baron Silver Stevens Financial Advisors
Florida
$228K
BONH
481
Bank of New Hampshire
New Hampshire
$228K
FRA
482
Frank Rimerman Advisors
California
$228K
HIMC
483
Heritage Investors Management Corp
Maryland
$227K +$1.98K +21 +0.9%
NAS
484
Nicolet Advisory Services
Wisconsin
$225K -$2.21K -23 -1%
VNA
485
Valley National Advisers
Pennsylvania
$225K
PSF
486
Pacific Sun Financial
California
$223K
SIA
487
Schechter Investment Advisors
Michigan
$223K +$223K +2,357 New
LWM
488
Laidlaw Wealth Management
New York
$221K +$221K +2,339 New
AWA
489
Amplius Wealth Advisors
Pennsylvania
$219K +$219K +2,327 New
RWM
490
Rockwood Wealth Management
Pennsylvania
$216K +$850 +9 +0.4%
AB
491
Atlas Brown
Kentucky
$214K -$5.1K -54 -2%
M
492
MOTCO
Texas
$214K
CWM
493
ClientFirst Wealth Management
Arkansas
$213K
PIMG
494
Patriot Investment Management Group
Tennessee
$211K -$3.11K -33 -1%
NB
495
Nicolet Bankshares
Wisconsin
$211K +$211K +2,236 New
CT
496
Columbia Trust
Oregon
$210K +$14.1K +150 +7%
FIA
497
Foundations Investment Advisors
Arizona
$210K +$210K +2,225 New
IWS
498
Insight Wealth Strategies
California
$209K +$377 +4 +0.2%
CAMG
499
CWA Asset Management Group
Florida
$206K -$318K -3,376 -61%
ACA
500
Anchor Capital Advisors
Massachusetts
$204K +$204K +2,163 New