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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
551
Gables Capital Management
Florida
$151K
JEST
552
JTC Employer Solutions Trustee
Jersey
$151K
PP
553
PFS Partners
New Jersey
$151K
MCM
554
Mill Capital Management
North Carolina
$148K +$148K +1,468 New
BSWA
555
Bromfield Sneider Wealth Advisors
Massachusetts
$145K
ST
556
Smithfield Trust
Pennsylvania
$143K
EI
557
Ellevest Inc
New York
$141K -$4.24K -42 -3%
JGIA
558
Jackson Grant Investment Advisers
Connecticut
$137K +$706 +7 +0.5%
SMA
559
Sage Mountain Advisors
Georgia
$135K
LWANC
560
Laurel Wealth Advisors (North Carolina)
North Carolina
$131K -$60.5K -600 -32%
MIM
561
Macroview Investment Management
Maryland
$129K +$17.7K +176 +16%
S
562
SignatureFD
Georgia
$123K
TFM
563
TFC Financial Management
Massachusetts
$121K
LB
564
Legacy Bridge
Iowa
$119K
MCC
565
Money Concepts Capital
Florida
$118K +$118K +1,166 New
MFC
566
Mechanics Financial Corp
Ohio
$116K
RIA
567
Realta Investment Advisors
Delaware
$115K -$5.85K -58 -5%
CF
568
Centaurus Financial
California
$115K +$2.72K +27 +2%
EWA
569
EverSource Wealth Advisors
Alabama
$115K +$58.6K +581 +105%
PFBT
570
Parkside Financial Bank & Trust
Missouri
$114K
FCAS
571
First Command Advisory Services
Texas
$111K
SSB
572
Sandy Spring Bank
Maryland
$111K
BFEC
573
Benjamin F. Edwards & Company
Missouri
$108K
BFPW
574
BOK Financial Private Wealth
Colorado
$107K -$44K -436 -29%
QCG
575
Quadrant Capital Group
Ohio
$106K