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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 %
LFA
576
Level Financial Advisors
New York
$39K +$39K +416 New
MCC
577
Money Concepts Capital
Florida
$38K -$17.2K -181 -31%
ZB
578
Zions Bancorporation
Utah
$38K
ETI
579
Enterprise Trust & Investment
California
$38K
ZIG
580
Zullo Investment Group
Pennsylvania
$37K
CA
581
Crewe Advisors
Utah
$36K
FFA
582
Founders Financial Alliance
North Carolina
$36K +$7.77K +82 +28%
GI
583
Gradient Investments
Minnesota
$34K
OC
584
Oakworth Capital
Alabama
$34K
HFS
585
Hantz Financial Services
Michigan
$32K
SBL
586
Sargent Bickham Lagudis
Colorado
$31K
OFG
587
Oxford Financial Group
Indiana
$30K
SIAP
588
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K
PGAM
589
Princeton Global Asset Management
New Jersey
$28K -$4.76K -51 -15%
Kayne Anderson Rudnick Investment Management
590
Kayne Anderson Rudnick Investment Management
California
$26K -$115K -1,239 -82%
AA
591
Ancora Advisors
Ohio
$26K
BWM
592
BerganKDV Wealth Management
Minnesota
$26K
CICI
593
Capital Investment Counsel Inc
North Carolina
$25K
CTB
594
Country Trust Bank
Illinois
$25K
FP
595
Financial Perspectives
Minnesota
$24.7K
CFGS
596
Concourse Financial Group Securities
Alabama
$24K +$23.3K +250 +3,125%
TWP
597
TFO Wealth Partners
Ohio
$23K +$23K +248 New
FCMT
598
Founders Capital Management (Texas)
Texas
$22K +$22K +232 New
PCFFS
599
Pacific Center for Financial Services
California
$21K
SWM
600
Selective Wealth Management
Virginia
$21K +$21K +220 New