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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 %
NSIM
601
North Star Investment Management
Illinois
$20K
ED
602
Exane Derivatives
France
$19.5K
OCM
603
Orion Capital Management
California
$19K
OSNBOA
604
Old Second National Bank of Aurora
Illinois
$17K
CBT
605
CoreFirst Bank & Trust
Kansas
$17K
GWSG
606
GPS Wealth Strategies Group
Colorado
$16K
SWM
607
Sugarloaf Wealth Management
Georgia
$15K
Bank of Montreal
608
Bank of Montreal
Ontario, Canada
$14.6K +$392 +4,011 +3%
RCM
609
Rain Capital Management
Oregon
$14K +$93 +1 +0.7%
BAM
610
Baldrige Asset Management
Pennsylvania
$13K
BWL
611
Bogart Wealth LLC
Virginia
$13K +$92 +1 +0.7%
YAL
612
Your Advocates Ltd
Texas
$11K -$4.58K -50 -29%
LS
613
Leelyn Smith
Illinois
$11K
FCA
614
FinTrust Capital Advisors
South Carolina
$10K
UFF
615
USA Financial Formulas
Michigan
$10K +$2.57K +28 +35%
TRCT
616
Tower Research Capital (TRC)
New York
$10K +$10K +110 New
JFGIW
617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K -$9.59K -98 -52%
First Manhattan
618
First Manhattan
New York
$9K
OSAM
619
O'Shaughnessy Asset Management
Connecticut
$9K
GLLW
620
Graves Light Lenhart Wealth
Virginia
$9K
SC
621
Stephens Consulting
Michigan
$8.5K
PCTC
622
Perkins Coie Trust Company
Washington
$8K
TF
623
Tompkins Financial
New York
$8K
RA
624
Rise Advisors
New York
$8K +$6.17K +64 +337%
CDIA
625
Capital Directions Investment Advisors
Georgia
$7K -$10.8K -108 -61%