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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
576
Gemmer Asset Management
California
$80K
TAM
577
Townsend Asset Management
North Carolina
$79K
MIM
578
Macroview Investment Management
Maryland
$76K +$11K +100 +17%
SSB
579
Sandy Spring Bank
Maryland
$75K +$6.35K +58 +9%
Koshinski Asset Management
580
Koshinski Asset Management
Illinois
$74.1K +$39.9K +364 +117%
TIM
581
Tortoise Investment Management
New York
$72K
CFFP
582
Center for Financial Planning
Michigan
$72K
KTC
583
Kistler-Tiffany Companies
Pennsylvania
$71K +$327 +3 +0.5%
WA
584
Win Advisors
Florida
$70K +$70K +639 New
AW
585
Alaethes Wealth
Nevada
$67K
TFGT
586
TS Financial Group (TSFG)
Illinois
$66K
CHC
587
City Holding Co
West Virginia
$65K
LFG
588
Larson Financial Group
Missouri
$64K
PA
589
Parallel Advisors
California
$64K +$55.4K +496 +644%
MCC
590
Money Concepts Capital
Florida
$64K +$64K +580 New
KFI
591
Key Financial Inc
Pennsylvania
$63K
LPP
592
Life Planning Partners
Florida
$62K
SC
593
Steph & Co
Wisconsin
$59K -$1.31K -12 -2%
RP
594
Rice Partnership
Hawaii
$58K
AC
595
AlphaCore Capital
California
$56K -$9.75K -89 -15%
CFN
596
Cordasco Financial Network
Florida
$56K
RDIA
597
RE Dickinson Investment Advisors
Iowa
$56K +$56K +515 New
FF
598
FourThought Financial
Florida
$55K
PMFA
599
Plante Moran Financial Advisors
Michigan
$54K
FFWM
600
Future Financial Wealth Management
Ohio
$54K