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iShares S&P Mid-Cap 400 Value ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
HIMC
476
Heritage Investors Management Corp
Maryland
$216K -$450 -5 -0.2%
SIA
477
Schechter Investment Advisors
Michigan
$212K
PSF
478
Pacific Sun Financial
California
$212K
TAIM
479
TD Ameritrade Investment Management
Nebraska
$211K -$8.29K -92 -4%
IWS
480
Insight Wealth Strategies
California
$209K
KPWS
481
Kestra Private Wealth Services
Texas
$208K -$36.5K -405 -15%
WIA
482
World Investment Advisors
California
$208K -$27.7K -309 -12%
Brown Advisory
483
Brown Advisory
Maryland
$208K +$208K +2,310 New
CT
484
Columbia Trust
Oregon
$206K +$5.22K +58 +3%
SG
485
StoneX Group
New York
$204K -$1.78M -19,722 -90%
MWM
486
Mascoma Wealth Management
New Hampshire
$202K -$31.2K -348 -13%
PIMG
487
Patriot Investment Management Group
Tennessee
$201K
M
488
MOTCO
Texas
$195K -$8.99K -100 -4%
HWMA
489
Heritage Wealth Management (Arizona)
Arizona
$192K +$1.35K +15 +0.7%
HGERS
490
Householder Group Estate & Retirement Specialist
Arizona
$189K +$189K +2,102 New
LWANC
491
Laurel Wealth Advisors (North Carolina)
North Carolina
$171K
National Bank of Canada
492
National Bank of Canada
Quebec, Canada
$150K
FRA
493
Front Row Advisors
California
$149K
ACA
494
Aptus Capital Advisors
Alabama
$149K +$149K +1,652 New
GCM
495
Gables Capital Management
Florida
$135K -$45K -500 -25%
BFPW
496
BOK Financial Private Wealth
Colorado
$135K -$21K -233 -13%
JEST
497
JTC Employer Solutions Trustee
Jersey
$135K
Qube Research & Technologies (QRT)
498
Qube Research & Technologies (QRT)
United Kingdom
$135K +$135K +1,500 New
PP
499
PFS Partners
New Jersey
$135K
BSWA
500
Bromfield Sneider Wealth Advisors
Massachusetts
$130K