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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$76.4M
2
BFG
Barber Financial Group
Kansas
+$55.7M
3
OCM
One Capital Management
California
+$44.7M
4
AF
Allworth Financial
California
+$39.3M
5
AAP
Arax Advisory Partners
Colorado
+$34.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$876M
2
LPL Financial
LPL Financial
California
-$36.7M
3
PFG
Piershale Financial Group
Illinois
-$28.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$21.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
601
Hudock Inc
Pennsylvania
$54K +$49.2K +450 +1,023%
FMTCOCP
602
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K +$54K +494 New
TWA
603
TCI Wealth Advisors
Arizona
$52K – – –
ANBT
604
American National Bank & Trust
Texas
$51K – – –
SQA
605
Simon Quick Advisors
New Jersey
$51K – – –
FPB
606
First PREMIER Bank
South Dakota
$49K -$54.4K -500 -53%
CCM
607
Covington Capital Management
California
$49K -$885 -8 -2%
TWM
608
Tradition Wealth Management
Minnesota
$45K – – –
ZB
609
Zions Bancorporation
Utah
$44K – – –
ETI
610
Enterprise Trust & Investment
California
$44K – – –
ZIG
611
Zullo Investment Group
Pennsylvania
$43K – – –
CA
612
Crewe Advisors
Utah
$42K – – –
OC
613
Oakworth Capital
Alabama
$40K – – –
GI
614
Gradient Investments
Minnesota
$39K – – –
PGAM
615
Princeton Global Asset Management
New Jersey
$38K +$38K +351 New
HFS
616
Hantz Financial Services
Michigan
$37K – – –
SBL
617
Sargent Bickham Lagudis
Colorado
$36K – – –
SIAP
618
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K – – –
OFG
619
Oxford Financial Group
Indiana
$34K +$2.06K +19 +6%
LWA
620
Lenox Wealth Advisors
New York
$33K – – –
FFA
621
Founders Financial Alliance
North Carolina
$33K – – –
SIC
622
Salem Investment Counselors
North Carolina
$32K – – –
AA
623
Ancora Advisors
Ohio
$31K – – –
BWM
624
BerganKDV Wealth Management
Minnesota
$30K -$30.7K -283 -51%
BFC
625
Bedel Financial Consulting
Indiana
$30K – – –
23 24
25
26 27