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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 %
OC
576
Oakworth Capital
Alabama
$33K
HFS
577
Hantz Financial Services
Michigan
$30K
GWM
578
Geneos Wealth Management
Colorado
$29K -$49.6K -556 -63%
SBL
579
Sargent Bickham Lagudis
Colorado
$29K
OFG
580
Oxford Financial Group
Indiana
$28K
FFA
581
Founders Financial Alliance
North Carolina
$27K -$7.43K -82 -22%
PGAM
582
Princeton Global Asset Management
New Jersey
$27K
Kayne Anderson Rudnick Investment Management
583
Kayne Anderson Rudnick Investment Management
California
$25K
BWM
584
BerganKDV Wealth Management
Minnesota
$25K
FP
585
Financial Perspectives
Minnesota
$23.6K
CFGS
586
Concourse Financial Group Securities
Alabama
$23K
AA
587
Ancora Advisors
Ohio
$22K -$3.67K -40 -14%
FCMT
588
Founders Capital Management (Texas)
Texas
$21K
PCFFS
589
Pacific Center for Financial Services
California
$20K
NSIM
590
North Star Investment Management
Illinois
$20K
SWM
591
Selective Wealth Management
Virginia
$20K
NFSG
592
Newbridge Financial Services Group
Florida
$20K +$20K +226 New
OCM
593
Orion Capital Management
California
$18K
BWL
594
Bogart Wealth LLC
Virginia
$17K +$4.32K +48 +34%
OSNBOA
595
Old Second National Bank of Aurora
Illinois
$16K
CBT
596
CoreFirst Bank & Trust
Kansas
$16K
Bank of Montreal
597
Bank of Montreal
Ontario, Canada
$15.2K +$428 +4,349 +3%
SWM
598
Sugarloaf Wealth Management
Georgia
$15K
GWSG
599
GPS Wealth Strategies Group
Colorado
$15K
RCM
600
Rain Capital Management
Oregon
$13K