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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 %
MIA
601
Milestone Investment Advisors
Wisconsin
$67.4K +$67.4K +669 New
AWM
602
Abound Wealth Management
Tennessee
$67K
KTC
603
Kistler-Tiffany Companies
Pennsylvania
$66.7K +$303 +3 +0.5%
CFFP
604
Center for Financial Planning
Michigan
$66.5K
TIM
605
Tortoise Investment Management
New York
$66.1K
CSPIA
606
Cary Street Partners Investment Advisory
Virginia
$62.5K +$62.5K +620 New
CFGS
607
Concourse Financial Group Securities
Alabama
$61.3K +$35.3K +350 +136%
TFGT
608
TS Financial Group (TSFG)
Illinois
$60K
CHC
609
City Holding Co
West Virginia
$59.5K
ANBT
610
American National Bank & Trust
Texas
$59K
LFG
611
Larson Financial Group
Missouri
$58.7K -$3.02K -30 -5%
CPG
612
Cornerstone Planning Group
New Jersey
$58.5K +$58.5K +552 New
CBT
613
CoreFirst Bank & Trust
Kansas
$58.5K +$40.7K +404 +230%
KFI
614
Key Financial Inc
Pennsylvania
$58.1K
PA
615
Parallel Advisors
California
$57.8K
SFA
616
Semmax Financial Advisors
North Carolina
$54K +$54K +497 New
RP
617
Rice Partnership
Hawaii
$53.2K
RDIA
618
RE Dickinson Investment Advisors
Iowa
$52K
AC
619
AlphaCore Capital
California
$51.5K
AAG
620
Armstrong Advisory Group
Massachusetts
$51K +$51K +506 New
FMTCOCP
621
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K
ACA
622
Atlas Capital Advisors
Wyoming
$48.2K +$48.2K +478 New
TWA
623
TCI Wealth Advisors
Arizona
$47.9K +$302 +3 +0.6%
PSB
624
Piscataqua Savings Bank
New Hampshire
$47.8K
SC
625
Steph & Co
Wisconsin
$46K -$1.8K -18 -4%