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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 %
HWMA
501
Heritage Wealth Management (Arizona)
Arizona
$200K +$849 +9 +0.4%
GCM
502
Gables Capital Management
Florida
$189K
EARNEST Partners
503
EARNEST Partners
Georgia
$189K +$183K +1,940 +3,079%
LWANC
504
Laurel Wealth Advisors (North Carolina)
North Carolina
$180K
GFP
505
Gryphon Financial Partners
Ohio
$167K +$167K +1,769 New
BFPW
506
BOK Financial Private Wealth
Colorado
$163K +$163K +1,729 New
MFC
507
Mechanics Financial Corp
Ohio
$159K -$19.5K -206 -11%
National Bank of Canada
508
National Bank of Canada
Quebec, Canada
$158K +$11.2K +119 +8%
FRA
509
Front Row Advisors
California
$157K +$2.37K +25 +2%
PP
510
PFS Partners
New Jersey
$141K
JEST
511
JTC Employer Solutions Trustee
Jersey
$141K
BSWA
512
Bromfield Sneider Wealth Advisors
Massachusetts
$136K
WB
513
West Bancorporation
Iowa
$136K +$3.02K +32 +2%
ST
514
Smithfield Trust
Pennsylvania
$135K
BTI
515
Blue Trust Inc
Georgia
$135K +$135K +1,235 New
HPC
516
HM Payson & Co
Maine
$133K +$110K +1,167 +486%
EI
517
Ellevest Inc
New York
$131K +$376 +4 +0.3%
JGIA
518
Jackson Grant Investment Advisers
Connecticut
$127K +$473 +5 +0.4%
SMA
519
Sage Mountain Advisors
Georgia
$126K
DI
520
Disciplined Investments
Oklahoma
$124K +$15.6K +165 +14%
S
521
SignatureFD
Georgia
$115K -$23.1K -244 -17%
CWP
522
Concord Wealth Partners
Virginia
$115K +$473 +5 +0.4%
GEA
523
Glen Eagle Advisors
New Jersey
$114K +$37.8K +400 +49%
SSC
524
Syverson Strege & Co
Iowa
$114K
TFM
525
TFC Financial Management
Massachusetts
$113K +$108K +1,138 +1,962%