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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CTB
626
Country Trust Bank
Illinois
$29K
CICI
627
Capital Investment Counsel Inc
North Carolina
$29K +$29K +266 New
FP
628
Financial Perspectives
Minnesota
$28.7K
PSB
629
Piscataqua Savings Bank
New Hampshire
$26K
HPC
630
HM Payson & Co
Maine
$26K +$21.7K +200 +500%
NSIM
631
North Star Investment Management
Illinois
$24K
PCFFS
632
Pacific Center for Financial Services
California
$24K
ED
633
Exane Derivatives
France
$22.7K +$2.19K +20 +11%
OCM
634
Orion Capital Management
California
$22K
JFGIW
635
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K -$3.54K -32 -14%
CG
636
Cutler Group
California
$21K +$10.5K +100 +100%
CDIA
637
Capital Directions Investment Advisors
Georgia
$20K +$20K +178 New
YAL
638
Your Advocates Ltd
Texas
$19K -$4.02K -36 -17%
OSNBOA
639
Old Second National Bank of Aurora
Illinois
$19K
CBT
640
CoreFirst Bank & Trust
Kansas
$19K
SWM
641
Sugarloaf Wealth Management
Georgia
$18K
GWSG
642
GPS Wealth Strategies Group
Colorado
$18K
RCM
643
Rain Capital Management
Oregon
$16K
BWL
644
Bogart Wealth LLC
Virginia
$15K -$643 -6 -4%
BAM
645
Baldrige Asset Management
Pennsylvania
$15K
HFS
646
HBC Financial Services
Washington
$14K
LS
647
Leelyn Smith
Illinois
$13K
TAM
648
Tucker Asset Management
Colorado
$12K +$12K +109 New
BNP Paribas Financial Markets
649
BNP Paribas Financial Markets
France
$11.2K -$1.22M -11,124 -99%
Allspring Global Investments
650
Allspring Global Investments
North Carolina
$11K -$20.6K -204 -65%