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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 %
IWC
501
Integrated Wealth Concepts
Massachusetts
$259K +$259K +2,568 New
IA
502
Insight Advisors
Pennsylvania
$258K +$201 +2 +0.1%
LWM
503
Laidlaw Wealth Management
New York
$258K -$1.01K -10 -0.4%
WH
504
Willner & Heller
California
$255K +$3.12K +31 +1%
AHB
505
Abner Herrman & Brock
New Jersey
$252K – – –
NCM
506
Narwhal Capital Management
Georgia
$252K – – –
VNA
507
Valley National Advisers
Pennsylvania
$250K – – –
JWM
508
JFG Wealth Management
Colorado
$249K – – –
PIMG
509
Patriot Investment Management Group
Tennessee
$248K +$664 +6 +0.3%
RWM
510
Rockwood Wealth Management
Pennsylvania
$247K +$2.92K +29 +1%
BHWM
511
Bar Harbor Wealth Management
New Hampshire
$247K – – –
FMWA
512
Forvis Mazars Wealth Advisors
Missouri
$246K -$907 -9 -0.4%
ICM
513
IMS Capital Management
Oregon
$245K – – –
CWS
514
Confluence Wealth Services
Pennsylvania
$244K +$244K +2,424 New
BSSFA
515
Baron Silver Stevens Financial Advisors
Florida
$244K +$244K +2,420 New
FRA
516
Frank Rimerman Advisors
California
$243K – – –
HIMC
517
Heritage Investors Management Corp
Maryland
$242K – – –
GA
518
Goldstein Advisors
Wisconsin
$241K +$241K +2,387 New
Brown Advisory
519
Brown Advisory
Maryland
$241K +$7.86K +78 +3%
KPWS
520
Kestra Private Wealth Services
Texas
$234K +$907 +9 +0.4%
PSCM
521
Per Stirling Capital Management
Texas
$232K +$232K +2,299 New
T
522
TNF
Montana
$230K +$230K +2,021 New
FCB
523
First County Bank
Connecticut
$229K +$229K +2,274 New
CWM
524
ClientFirst Wealth Management
Arkansas
$228K – – –
IWS
525
Insight Wealth Strategies
California
$225K +$1.11K +11 +0.5%
19 20
21
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