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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 %
LB
526
Legacy Bridge
Iowa
$112K
PFBT
527
Parkside Financial Bank & Trust
Missouri
$107K
FCAS
528
First Command Advisory Services
Texas
$104K -$38.4K -407 -27%
SMG
529
Spectrum Management Group
Indiana
$97K
COCM
530
Charter Oak Capital Management
New Hampshire
$96K -$1.33K -14 -1%
WPWM
531
Western Pacific Wealth Management
Illinois
$94K -$4.7K -50 -5%
MHR
532
Matthew Hamilton Rosenberg
$89K
PMFA
533
Plante Moran Financial Advisors
Michigan
$89K +$42.3K +450 +91%
AFG
534
Albion Financial Group
Utah
$85K
AIP
535
Ahrens Investment Partners
Louisiana
$85K
GWM
536
Geneos Wealth Management
Colorado
$84K -$35.4K -371 -30%
CG
537
Cutler Group
California
$84K +$65.3K +700 +350%
AAP
538
Arax Advisory Partners
Colorado
$83K -$32M -339,225 -100%
SAM
539
S.A. Mason
Michigan
$83K
SIC
540
Salem Investment Counselors
North Carolina
$83K +$55.2K +583 +198%
CCM
541
Covington Capital Management
California
$81K +$39.4K +419 +95%
CIA
542
Choate Investment Advisors
Massachusetts
$78K -$43.7K -465 -36%
DAC
543
Dividend Assets Capital
South Carolina
$78K +$78K +826 New
PSB
544
Piscataqua Savings Bank
New Hampshire
$77K +$54.9K +580 +248%
CHA
545
Carmichael Hill & Associates
Maryland
$75K +$95 +1 +0.1%
FWA
546
FSC Wealth Advisors
New York
$75K +$75K +790 New
MIM
547
Macroview Investment Management
Maryland
$74K +$8.61K +91 +13%
BA
548
Ballast Advisors
Minnesota
$73K -$1.23K -13 -2%
LC
549
Lindbrook Capital
California
$71K
TAM
550
Townsend Asset Management
North Carolina
$68K