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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 %
WAM
501
Weinberger Asset Management
California
$224K +$224K +2,024 New
GCM
502
Gables Capital Management
Florida
$221K
RFWA
503
RPg Family Wealth Advisory
Massachusetts
$221K
JFA
504
Johanson Financial Advisors
California
$219K -$1.11K -10 -0.5%
MG
505
Mather Group
Illinois
$217K +$217K +1,961 New
RRC
506
Relaxing Retirement Coach
Massachusetts
$215K +$215K +1,940 New
PGA
507
Portland Global Advisors
Maine
$214K +$214K +1,934 New
AFP
508
Ausdal Financial Partners
Iowa
$213K -$21.2K -192 -9%
MFC
509
Mechanics Financial Corp
Ohio
$209K +$209K +1,888 New
BC
510
Bowman & Company
Wisconsin
$209K +$209K +1,890 New
SDWMA
511
Schneider Downs Wealth Management Advisors
Pennsylvania
$208K +$208K +1,876 New
NWM
512
NEIRG Wealth Management
Massachusetts
$207K +$207K +1,870 New
CPA
513
Clear Perspective Advisors
Illinois
$202K +$202K +1,826 New
AP
514
Appleton Partners
Massachusetts
$201K +$201K +1,820 New
SFP
515
Shepherd Financial Partners
Massachusetts
$200K +$200K +1,809 New
FRA
516
Front Row Advisors
California
$181K
National Bank of Canada
517
National Bank of Canada
Quebec, Canada
$173K +$173K +1,560 New
PP
518
PFS Partners
New Jersey
$168K +$168K +1,521 New
JEST
519
JTC Employer Solutions Trustee
Jersey
$166K
WB
520
West Bancorporation
Iowa
$162K +$162K +1,468 New
ST
521
Smithfield Trust
Pennsylvania
$158K
BFEC
522
Benjamin F. Edwards & Company
Missouri
$154K
SMG
523
Spectrum Management Group
Indiana
$153K
EI
524
Ellevest Inc
New York
$149K
SMA
525
Sage Mountain Advisors
Georgia
$148K