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

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

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$30M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$24M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M
4
Ameriprise
Ameriprise
Minnesota
+$21.6M
5
WIA
World Investment Advisors
California
+$19.9M

Top Sellers

1
HC
Hamilton Capital
Ohio
-$127M
2
AWA
Arete Wealth Advisors
Illinois
-$35.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.98M
5
HAS
Holland Advisory Services
Florida
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
476
Haverford Trust Company
Pennsylvania
$295K -$3.02K -30 -1%
MFA
477
Mayflower Financial Advisors
Massachusetts
$295K +$295K +2,922 New
PPW
478
Presilium Private Wealth
Pennsylvania
$294K +$294K +2,918 New
TWP
479
Transparent Wealth Partners
Arkansas
$294K +$1.61K +16 +0.6%
BIM
480
Bridges Investment Management
Nebraska
$291K – – –
WP
481
WealthSource Partners
California
$289K -$53.4K -530 -16%
V
482
Veritable
Delaware
$289K – – –
SCA
483
Snowden Capital Advisors
New York
$286K +$286K +2,835 New
SFWA
484
Summit Financial Wealth Advisors
Louisiana
$286K +$286K +2,834 New
ZF
485
Zhang Financial
Michigan
$281K – – –
CFS
486
CRA Financial Services
New Jersey
$280K -$1.01K -10 -0.4%
MA
487
MKT Advisors
California
$278K – – –
HH
488
Hilltop Holdings
Texas
$273K – – –
DJYG
489
David J. Yvars Group
Florida
$273K -$67.7K -670 -20%
CST
490
Charles Schwab Trust
Nevada
$272K – – –
WA
491
Wambolt & Associates
Colorado
$271K +$271K +2,689 New
MI
492
Moneywise Inc
Virginia
$269K +$1.21K +12 +0.5%
BS
493
Boenning & Scattergood
Pennsylvania
$269K -$4.39K -40 -2%
AMG
494
Advisors Management Group
Wisconsin
$269K – – –
FNBTCON
495
First National Bank & Trust Co of Newtown
Pennsylvania
$267K – – –
TC
496
TownSquare Capital
Utah
$266K +$266K +2,639 New
PWM
497
PBMares Wealth Management
Virginia
$264K +$1.11K +11 +0.4%
RPCONE
498
Retirement Planning Company of New England
Rhode Island
$264K -$4.03K -40 -2%
NAS
499
Nicolet Advisory Services
Wisconsin
$262K +$10.1K +94 +4%
BONH
500
Bank of New Hampshire
New Hampshire
$261K +$17.7K +176 +7%
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