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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 %
ONB
526
Old National Bancorp
Indiana
$223K -$47.4K -470 -18%
M
527
MOTCO
Texas
$219K – – –
PSF
528
Pacific Sun Financial
California
$218K -$20.2K -200 -8%
IAIM
529
International Assets Investment Management
Florida
$217K +$217K +2,158 New
PFA
530
Petra Financial Advisors
Colorado
$217K +$217K +2,150 New
SS
531
Sunbelt Securities
Texas
$213K +$213K +2,118 New
CBTWT
532
Community Bank & Trust (Waco, Texas)
Texas
$212K +$212K +2,104 New
MWM
533
Mascoma Wealth Management
New Hampshire
$212K -$15.1K -150 -7%
CPC
534
Consolidated Planning Corp
Georgia
$211K +$211K +2,090 New
BFM
535
Boston Financial Management
Massachusetts
$209K +$209K +2,077 New
CIC
536
Carnegie Investment Counsel
Ohio
$208K +$208K +2,061 New
Fayez Sarofim & Co
537
Fayez Sarofim & Co
Texas
$208K +$208K +2,060 New
SG
538
StoneX Group
New York
$207K -$21.1K -209 -9%
WWM
539
Western Wealth Management
Colorado
$207K -$254K -2,524 -55%
EA
540
Eclectic Associates
California
$206K +$206K +2,046 New
DAS
541
Dynamic Advisor Solutions
Arizona
$205K +$205K +2,035 New
MG
542
Mather Group
Illinois
$204K +$204K +2,021 New
AP
543
Appleton Partners
Massachusetts
$203K +$203K +2,012 New
PGFC
544
Peapack-Gladstone Financial Corp
New Jersey
$202K +$202K +2,000 New
AWM
545
Aprio Wealth Management
Georgia
$200K +$200K +1,986 New
FRA
546
Front Row Advisors
California
$167K – – –
ACA
547
Aptus Capital Advisors
Alabama
$167K – – –
HPC
548
HM Payson & Co
Maine
$164K +$26K +258 +19%
BL
549
Balentine LLC
Georgia
$163K +$163K +1,615 New
National Bank of Canada
550
National Bank of Canada
Quebec, Canada
$157K -$12.1K -120 -7%
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