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iShares S&P Mid-Cap 400 Value ETF

659 hedge funds and large institutions have $6.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+53
Holders Change %
+8.75%
% of All Funds
10.18%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.56%
New
107
Increased
216
Reduced
155
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
601
Strategic Asset Management
Minnesota
$31K +$31K +282 New
BFC
602
Bedel Financial Consulting
Indiana
$30K
CTB
603
Country Trust Bank
Illinois
$29K
FP
604
Financial Perspectives
Minnesota
$29K
PSB
605
Piscataqua Savings Bank
New Hampshire
$26K
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$3.6K -32 -13%
SCA
607
Snowden Capital Advisors
New York
$25K +$25K +226 New
NSIM
608
North Star Investment Management
Illinois
$24K
PCFFS
609
Pacific Center for Financial Services
California
$24K
YAL
610
Your Advocates Ltd
Texas
$23K
EW
611
Element Wealth
Mississippi
$22K
OCM
612
Orion Capital Management
California
$22K
ED
613
Exane Derivatives
France
$20.7K +$2.44K +22 +13%
GWSG
614
GPS Wealth Strategies Group
Colorado
$19K
CBT
615
CoreFirst Bank & Trust
Kansas
$19K
SWM
616
Sugarloaf Wealth Management
Georgia
$18K
BWL
617
Bogart Wealth LLC
Virginia
$16K
RCM
618
Rain Capital Management
Oregon
$16K +$215 +2 +1%
BAM
619
Baldrige Asset Management
Pennsylvania
$15K -$7.22K -65 -33%
OSNBOA
620
Old Second National Bank of Aurora
Illinois
$15K
BL
621
Balentine LLC
Georgia
$15K
HFS
622
HBC Financial Services
Washington
$15K +$15K +143 New
LAS
623
Lloyd Advisory Services
Georgia
$14K +$115 +1 +0.8%
SF
624
SBK Financial
Virginia
$14K +$14K +128 New
RK
625
Rather & Kittrell
Tennessee
$14K +$14K +132 New