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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 %
PIMG
501
Patriot Investment Management Group
Tennessee
$249K +$3.95K +36 +2%
CWM
502
ClientFirst Wealth Management
Arkansas
$248K – – –
TCA
503
Transcend Capital Advisors
New Jersey
$248K +$248K +2,260 New
IWS
504
Insight Wealth Strategies
California
$243K +$243K +2,214 New
PP
505
Pegasus Partners
Wisconsin
$241K +$241K +2,202 New
CT
506
Cambridge Trust
Massachusetts
$240K +$207K +1,889 +630%
MA
507
MAS Advisors
Florida
$236K -$36.7K -331 -13%
SS
508
Sunbelt Securities
Texas
$235K – – –
CSIC
509
Clifford Swan Investment Counsel
California
$232K -$49K -448 -17%
HWMA
510
Heritage Wealth Management (Arizona)
Arizona
$232K +$232K +2,112 New
CBTWT
511
Community Bank & Trust (Waco, Texas)
Texas
$231K – – –
CIAS
512
CFS Investment Advisory Services
New Jersey
$231K +$229K +4,544,144 +10,939%
CPC
513
Consolidated Planning Corp
Georgia
$229K – – –
Fayez Sarofim & Co
514
Fayez Sarofim & Co
Texas
$226K – – –
CIC
515
Carnegie Investment Counsel
Ohio
$226K – – –
Brown Advisory
516
Brown Advisory
Maryland
$224K -$15.5K -141 -6%
EA
517
Eclectic Associates
California
$224K – – –
CT
518
Columbia Trust
Oregon
$223K +$223K +2,079 New
MG
519
Mather Group
Illinois
$221K +$6.35K +58 +3%
RDFA
520
Ritter Daniher Financial Advisory
Ohio
$220K +$139K +1,265 +170%
PGFC
521
Peapack-Gladstone Financial Corp
New Jersey
$219K -$15.7K -143 -7%
GCM
522
Gables Capital Management
Florida
$219K – – –
DAS
523
Dynamic Advisor Solutions
Arizona
$219K +$219K +2,001 New
RFWA
524
RPg Family Wealth Advisory
Massachusetts
$219K – – –
MCM
525
Mattern Capital Management
Colorado
$218K -$10.7K -97 -5%
19 20
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