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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 %
WB
501
West Bancorporation
Iowa
$130K
EI
502
Ellevest Inc
New York
$129K +$3.95K +44 +3%
ST
503
Smithfield Trust
Pennsylvania
$128K
HPC
504
HM Payson & Co
Maine
$123K -$3.6K -40 -3%
JGIA
505
Jackson Grant Investment Advisers
Connecticut
$122K +$902 +10 +0.7%
SMA
506
Sage Mountain Advisors
Georgia
$120K
DI
507
Disciplined Investments
Oklahoma
$118K
PA
508
PSI Advisors
Florida
$109K -$145K -1,620 -57%
S
509
SignatureFD
Georgia
$109K
TFM
510
TFC Financial Management
Massachusetts
$108K
SSC
511
Syverson Strege & Co
Iowa
$108K
RIA
512
Realta Investment Advisors
Delaware
$108K +$108K +1,200 New
LB
513
Legacy Bridge
Iowa
$107K
MFC
514
Mechanics Financial Corp
Ohio
$103K -$48.2K -536 -32%
ECG
515
Edge Capital Group
Georgia
$103K +$103K +1,149 New
PFBT
516
Parkside Financial Bank & Trust
Missouri
$102K -$904 -10 -0.9%
MIM
517
Macroview Investment Management
Maryland
$100K +$29.3K +324 +41%
CF
518
Centaurus Financial
California
$100K +$100K +1,116 New
FCAS
519
First Command Advisory Services
Texas
$99K
SSB
520
Sandy Spring Bank
Maryland
$98K +$36.9K +413 +60%
BFEC
521
Benjamin F. Edwards & Company
Missouri
$97K -$3.87M -42,875 -98%
BA
522
Bellwether Advisors
Nebraska
$97K -$183K -2,047 -65%
QCG
523
Quadrant Capital Group
Ohio
$95K +$95K +1,054 New
BTI
524
Blue Trust Inc
Georgia
$93K -$23.5K -249 -20%
MCM
525
MV Capital Management
Maryland
$93K +$86.2K +956 +1,275%