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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 %
ONST
526
Old North State Trust
North Carolina
$92K +$92K +1,017 New
EARNEST Partners
527
EARNEST Partners
Georgia
$91K -$88.9K -990 -49%
TSW
528
Thompson Siegel & Walmsley
Virginia
$90K -$208K -2,318 -70%
WPWM
529
Western Pacific Wealth Management
Illinois
$90K
PMFA
530
Plante Moran Financial Advisors
Michigan
$85K
WFA
531
Wipfli Financial Advisors
Wisconsin
$85K +$85K +944 New
MHR
532
Matthew Hamilton Rosenberg
$84K
AFG
533
Albion Financial Group
Utah
$81K
SIC
534
Salem Investment Counselors
North Carolina
$79K
SAM
535
S.A. Mason
Michigan
$79K
GEA
536
Glen Eagle Advisors
New Jersey
$77.4K -$31.5K -350 -29%
CIA
537
Choate Investment Advisors
Massachusetts
$75K
DAC
538
Dividend Assets Capital
South Carolina
$74K
CCM
539
Covington Capital Management
California
$72K -$5.87K -65 -8%
CHA
540
Carmichael Hill & Associates
Maryland
$71K
FWA
541
FSC Wealth Advisors
New York
$71K
BA
542
Ballast Advisors
Minnesota
$68K -$2K -22 -3%
LC
543
Lindbrook Capital
California
$68K
TAM
544
Townsend Asset Management
North Carolina
$65K
HI
545
Harbour Investments
Wisconsin
$61K
AWM
546
Abound Wealth Management
Tennessee
$59.9K -$4.95K -55 -8%
TIM
547
Tortoise Investment Management
New York
$59K
CFFP
548
Center for Financial Planning
Michigan
$59K
KTC
549
Kistler-Tiffany Companies
Pennsylvania
$59K +$448 +5 +0.8%
KFI
550
Key Financial Inc
Pennsylvania
$58K