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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 %
CFFP
551
Center for Financial Planning
Michigan
$73K
KTC
552
Kistler-Tiffany Companies
Pennsylvania
$72K +$333 +3 +0.5%
HI
553
Harbour Investments
Wisconsin
$70K -$148K -1,336 -68%
SSB
554
Sandy Spring Bank
Maryland
$70K +$24.1K +216 +53%
AW
555
Alaethes Wealth
Nevada
$68K
AC
556
AlphaCore Capital
California
$66K
TFGT
557
TS Financial Group (TSFG)
Illinois
$66K +$11K +100 +20%
MIM
558
Macroview Investment Management
Maryland
$65K -$4.07K -37 -6%
RIA
559
Richwood Investment Advisors
Ohio
$65K +$65K +590 New
KFI
560
Key Financial Inc
Pennsylvania
$64K
LFG
561
Larson Financial Group
Missouri
$64K
CIAS
562
Capital Investment Advisory Services
North Carolina
$63K
CHC
563
City Holding Co
West Virginia
$63K +$14.4K +135 +30%
LPP
564
Life Planning Partners
Florida
$63K +$63K +564 New
BWM
565
BerganKDV Wealth Management
Minnesota
$62K +$31.3K +283 +102%
SC
566
Steph & Co
Wisconsin
$61K
S
567
SignatureFD
Georgia
$61K
GEA
568
Glen Eagle Advisors
New Jersey
$58.7K
RP
569
Rice Partnership
Hawaii
$58K
CFN
570
Cordasco Financial Network
Florida
$57K
FF
571
FourThought Financial
Florida
$55K
PMFA
572
Plante Moran Financial Advisors
Michigan
$55K +$19.9K +180 +57%
FFWM
573
Future Financial Wealth Management
Ohio
$55K +$55K +494 New
ANBT
574
American National Bank & Trust
Texas
$52K
TWA
575
TCI Wealth Advisors
Arizona
$52K