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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 %
SMA
551
Sage Mountain Advisors
Georgia
$147K – – –
JGIA
552
Jackson Grant Investment Advisers
Connecticut
$147K +$549 +5 +0.4%
CIA
553
Choate Investment Advisors
Massachusetts
$142K – – –
LAS
554
Lloyd Advisory Services
Georgia
$141K +$128K +1,167 +957%
GWM
555
Geneos Wealth Management
Colorado
$137K -$365K -3,338 -73%
CWP
556
Concord Wealth Partners
Virginia
$133K -$13.7K -125 -9%
SSC
557
Syverson Strege & Co
Iowa
$132K – – –
LB
558
Legacy Bridge
Iowa
$130K – – –
DI
559
Disciplined Investments
Oklahoma
$125K -$7.65K -70 -6%
PFBT
560
Parkside Financial Bank & Trust
Missouri
$125K – – –
BFEC
561
Benjamin F. Edwards & Company
Missouri
$118K -$34.6K -315 -23%
WPWM
562
Western Pacific Wealth Management
Illinois
$115K +$5.48K +50 +5%
SMG
563
Spectrum Management Group
Indiana
$112K -$39.4K -360 -26%
COCM
564
Charter Oak Capital Management
New Hampshire
$112K – – –
TFO
565
Tarbox Family Office
California
$106K +$329 +3 +0.3%
TSW
566
Thompson Siegel & Walmsley
Virginia
$104K -$1.72M -15,688 -94%
MHR
567
Matthew Hamilton Rosenberg
$102K – – –
AFG
568
Albion Financial Group
Utah
$99K – – –
AIP
569
Ahrens Investment Partners
Louisiana
$99K – – –
SAM
570
S.A. Mason
Michigan
$96K – – –
CIAS
571
Capital Investment Advisory Services
North Carolina
$91K +$28.4K +258 +45%
GEA
572
Glen Eagle Advisors
New Jersey
$88.8K +$30.7K +280 +53%
CHA
573
Carmichael Hill & Associates
Maryland
$86K +$109 +1 +0.1%
BA
574
Ballast Advisors
Minnesota
$86K +$1.42K +13 +2%
LC
575
Lindbrook Capital
California
$83K – – –
21 22
23
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