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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 %
AWM
551
Abound Wealth Management
Tennessee
$68K +$68K +720 New
SSB
552
Sandy Spring Bank
Maryland
$65K
TIM
553
Tortoise Investment Management
New York
$62K
CFFP
554
Center for Financial Planning
Michigan
$62K
KTC
555
Kistler-Tiffany Companies
Pennsylvania
$62K +$190 +2 +0.3%
KFI
556
Key Financial Inc
Pennsylvania
$62K +$6.53K +68 +12%
HI
557
Harbour Investments
Wisconsin
$61K +$61K +642 New
IAMOG
558
Investors Asset Management of Georgia
Georgia
$57K +$57K +600 New
TFGT
559
TS Financial Group (TSFG)
Illinois
$56K
CHC
560
City Holding Co
West Virginia
$56K
LFG
561
Larson Financial Group
Missouri
$55K
PA
562
Parallel Advisors
California
$54K
PCG
563
Private Capital Group
Connecticut
$53K -$878K -9,374 -94%
LPP
564
Life Planning Partners
Florida
$53K
SC
565
Steph & Co
Wisconsin
$50K -$1.33K -14 -3%
RP
566
Rice Partnership
Hawaii
$50K
CFN
567
Cordasco Financial Network
Florida
$49K
AC
568
AlphaCore Capital
California
$48K
FMTCOCP
569
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K
FF
570
FourThought Financial
Florida
$47K
TWA
571
TCI Wealth Advisors
Arizona
$45K
ANBT
572
American National Bank & Trust
Texas
$44K
CI
573
CX Institutional
Indiana
$43K +$43K +453 New
HI
574
Hudock Inc
Pennsylvania
$42K -$4.11K -44 -9%
FPB
575
First PREMIER Bank
South Dakota
$42K