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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 %
RRC
526
Relaxing Retirement Coach
Massachusetts
$213K – – –
T
527
TNF
Montana
$213K +$211 +2 +0.1%
BFM
528
Boston Financial Management
Massachusetts
$212K -$10.9K -100 -5%
PGA
529
Portland Global Advisors
Maine
$212K – – –
AFP
530
Ausdal Financial Partners
Iowa
$211K – – –
Comerica Bank
531
Comerica Bank
Texas
$211K +$211K +1,922 New
LWANC
532
Laurel Wealth Advisors (North Carolina)
North Carolina
$209K +$209K +1,902 New
MFC
533
Mechanics Financial Corp
Ohio
$207K – – –
BC
534
Bowman & Company
Wisconsin
$207K – – –
SDWMA
535
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K – – –
TFS
536
Thoroughbred Financial Services
Tennessee
$206K +$206K +1,886 New
NWM
537
NEIRG Wealth Management
Massachusetts
$205K – – –
CWM
538
Circle Wealth Management
New Jersey
$203K +$203K +1,851 New
LA
539
LexAurum Advisors
Kansas
$201K -$283K -2,577 -58%
FRA
540
Front Row Advisors
California
$179K – – –
National Bank of Canada
541
National Bank of Canada
Quebec, Canada
$170K -$547 -5 -0.3%
FCAS
542
First Command Advisory Services
Texas
$166K -$876M -7,966,684 -100%
Kayne Anderson Rudnick Investment Management
543
Kayne Anderson Rudnick Investment Management
California
$166K +$127K +1,162 +325%
PP
544
PFS Partners
New Jersey
$164K -$2.52K -23 -2%
JEST
545
JTC Employer Solutions Trustee
Jersey
$164K – – –
S
546
SignatureFD
Georgia
$160K +$99.9K +912 +166%
BSWA
547
Bromfield Sneider Wealth Advisors
Massachusetts
$158K +$158K +1,440 New
ST
548
Smithfield Trust
Pennsylvania
$156K – – –
WB
549
West Bancorporation
Iowa
$154K -$6.45K -59 -4%
EI
550
Ellevest Inc
New York
$152K +$4.16K +38 +3%
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