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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 %
ECG
576
Edge Capital Group
Georgia
$106K -$10.1K -100 -9%
HI
577
Harbour Investments
Wisconsin
$106K +$40.8K +405 +63%
BA
578
Bellwether Advisors
Nebraska
$105K -$4.24K -42 -4%
SSC
579
Syverson Strege & Co
Iowa
$104K -$17K -169 -14%
MCM
580
MV Capital Management
Maryland
$104K
ONST
581
Old North State Trust
North Carolina
$103K
WPWM
582
Western Pacific Wealth Management
Illinois
$101K
CWP
583
Concord Wealth Partners
Virginia
$101K +$101K +998 New
BAAM
584
Baker Avenue Asset Management
California
$98.9K +$98.9K +981 New
Kayne Anderson Rudnick Investment Management
585
Kayne Anderson Rudnick Investment Management
California
$95.7K +$67.5K +670 +239%
MHR
586
Matthew Hamilton Rosenberg
$93.7K
AFG
587
Albion Financial Group
Utah
$90.7K
BTI
588
Blue Trust Inc
Georgia
$89K
SAM
589
S.A. Mason
Michigan
$88.7K
SIC
590
Salem Investment Counselors
North Carolina
$86.9K -$1.51K -15 -2%
GEA
591
Glen Eagle Advisors
New Jersey
$86.7K
DI
592
Disciplined Investments
Oklahoma
$86.2K -$45.8K -454 -35%
CB
593
Centennial Bank
Arkansas
$84.4K +$84.4K +837 New
CIA
594
Choate Investment Advisors
Massachusetts
$83.7K
DAC
595
Dividend Assets Capital
South Carolina
$83K
GBT
596
Grove Bank & Trust
Florida
$77K +$77K +764 New
LC
597
Lindbrook Capital
California
$76.2K
BA
598
Ballast Advisors
Minnesota
$75.6K
CHA
599
Carmichael Hill & Associates
Maryland
$74.8K -$4.84K -48 -6%
TAM
600
Townsend Asset Management
North Carolina
$73.1K