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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 %
BAM
601
Baldrige Asset Management
Pennsylvania
$12K
LS
602
Leelyn Smith
Illinois
$11K
YAL
603
Your Advocates Ltd
Texas
$11K
CT
604
Clearstead Trust
Maine
$11K +$11K +124 New
FCA
605
FinTrust Capital Advisors
South Carolina
$10K
OSAM
606
O'Shaughnessy Asset Management
Connecticut
$9K
CTC
607
Central Trust Company
Missouri
$9K +$9K +104 New
SC
608
Stephens Consulting
Michigan
$8.1K
TF
609
Tompkins Financial
New York
$8K
JFGIW
610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K
PCTC
611
Perkins Coie Trust Company
Washington
$8K
RA
612
Rise Advisors
New York
$8K +$95 +1 +1%
MFT
613
Moisand Fitzgerald Tamayo
Florida
$7K
LDFR
614
Lehman & Derafelo Financial Resources
Pennsylvania
$7K
OHWP
615
Oak Harbor Wealth Partners
North Carolina
$7K
CDIA
616
Capital Directions Investment Advisors
Georgia
$6K -$7K -70 Closed
TSWM
617
Tyler-Stone Wealth Management
Ohio
$6K
RMC
618
Resources Management Corp
Connecticut
$5K
HWA
619
HHM Wealth Advisors
Tennessee
$5K
KFS
620
Kelly Financial Services
Massachusetts
$4.54K
POIA
621
Pin Oak Investment Advisors
Texas
$4K
AssetMark Inc
622
AssetMark Inc
California
$3K
FHC
623
First Heartland Consultants
Missouri
$1.54K +$1K +11,118 +184%
UFF
624
USA Financial Formulas
Michigan
$1K -$8.08K -97 -89%
JMF
625
Johnson Midwest Financial
Iowa
$28 -$14.5K -163,868 -100%