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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 %
LFG
551
Larson Financial Group
Missouri
$55K +$2.7K +30 +5%
TFGT
552
TS Financial Group (TSFG)
Illinois
$54K
IAMOG
553
Investors Asset Management of Georgia
Georgia
$54K
CHC
554
City Holding Co
West Virginia
$53K
PA
555
Parallel Advisors
California
$52K
ANBT
556
American National Bank & Trust
Texas
$52K +$10.2K +114 +24%
LPP
557
Life Planning Partners
Florida
$50.8K
EWA
558
EverSource Wealth Advisors
Alabama
$50K +$50K +555 New
RP
559
Rice Partnership
Hawaii
$48K
SMG
560
Spectrum Management Group
Indiana
$47K -$44.8K -500 -49%
AC
561
AlphaCore Capital
California
$46K
RDIA
562
RE Dickinson Investment Advisors
Iowa
$46K
FF
563
FourThought Financial
Florida
$45K
FMTCOCP
564
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K
PSB
565
Piscataqua Savings Bank
New Hampshire
$43K -$30.8K -340 -42%
SC
566
Steph & Co
Wisconsin
$43K -$4.23K -47 -9%
TWA
567
TCI Wealth Advisors
Arizona
$42K
FPB
568
First PREMIER Bank
South Dakota
$41K
CTB
569
Country Trust Bank
Illinois
$41K +$17K +188 +71%
HI
570
Hudock Inc
Pennsylvania
$40K
LFA
571
Level Financial Advisors
New York
$37K
ZB
572
Zions Bancorporation
Utah
$36K
ZIG
573
Zullo Investment Group
Pennsylvania
$35K
CA
574
Crewe Advisors
Utah
$34K
FA
575
Flagstar Advisors
New York
$33.9K +$33.9K +376 New