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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 %
JGIA
526
Jackson Grant Investment Advisers
Connecticut
$148K +$666 +6 +0.5%
CWP
527
Concord Wealth Partners
Virginia
$148K +$148K +1,336 New
CIA
528
Choate Investment Advisors
Massachusetts
$143K
DI
529
Disciplined Investments
Oklahoma
$134K
SSC
530
Syverson Strege & Co
Iowa
$133K
LB
531
Legacy Bridge
Iowa
$131K
PCMC
532
Paragon Capital Management (Colorado)
Colorado
$127K +$127K +1,150 New
PFBT
533
Parkside Financial Bank & Trust
Missouri
$126K
CWS
534
Confluence Wealth Services
Pennsylvania
$123K +$123K +1,116 New
COCM
535
Charter Oak Capital Management
New Hampshire
$114K
ONST
536
Old North State Trust
North Carolina
$113K
WPWM
537
Western Pacific Wealth Management
Illinois
$110K +$110K +1,000 New
TFO
538
Tarbox Family Office
California
$107K +$555 +5 +0.5%
FPB
539
First PREMIER Bank
South Dakota
$105K
MHR
540
Matthew Hamilton Rosenberg
$103K
AFG
541
Albion Financial Group
Utah
$100K -$11.1K -100 -10%
AIP
542
Ahrens Investment Partners
Louisiana
$100K +$100K +899 New
SAM
543
S.A. Mason
Michigan
$97K
CHA
544
Carmichael Hill & Associates
Maryland
$87K +$331 +3 +0.4%
BA
545
Ballast Advisors
Minnesota
$85K -$57.7K -524 -40%
LC
546
Lindbrook Capital
California
$84K +$61.8K +556 +278%
RDFA
547
Ritter Daniher Financial Advisory
Ohio
$82K
GAM
548
Gemmer Asset Management
California
$81K
TAM
549
Townsend Asset Management
North Carolina
$80K
TIM
550
Tortoise Investment Management
New York
$73K