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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 %
JPLA
626
Joseph P. Lucia & Associates
New York
$7K
MCM
627
MV Capital Management
Maryland
$7K
MFT
628
Moisand Fitzgerald Tamayo
Florida
$7K
OHWP
629
Oak Harbor Wealth Partners
North Carolina
$7K
LDFR
630
Lehman & Derafelo Financial Resources
Pennsylvania
$7K +$7K +76 New
TSWM
631
Tyler-Stone Wealth Management
Ohio
$6K
FMB
632
Field & Main Bank
Kentucky
$6K +$6K +62 New
RMC
633
Resources Management Corp
Connecticut
$5K
HWA
634
HHM Wealth Advisors
Tennessee
$5K
TCWM
635
Total Clarity Wealth Management
Illinois
$5K +$5K +48 New
KFS
636
Kelly Financial Services
Massachusetts
$4.76K
POIA
637
Pin Oak Investment Advisors
Texas
$4K
AssetMark Inc
638
AssetMark Inc
California
$3K -$3.52K -34 -54%
BFG
639
Baron Financial Group
New Jersey
$2.27K
IFA
640
Interactive Financial Advisors
Illinois
$2K -$5K -45 -71%
AP
641
Arlington Partners
Alabama
$2K +$2K +26 New
BEI
642
Benjamin Edwards Inc
Missouri
$2K +$2K +26 New
BNP Paribas Financial Markets
643
BNP Paribas Financial Markets
France
$472 -$9.16K -97 -95%
RDIA
644
RE Dickinson Investment Advisors
Iowa
$49
AWM
645
Aries Wealth Management
Maine
-$7.05M -64,270 Closed
SC
646
Scotia Capital
Ontario, Canada
-$6.34M -57,798 Closed
Susquehanna International Group
647
Susquehanna International Group
Pennsylvania
-$5.36M -48,838 Closed
ADL
648
Asset Dedication LLC
California
-$4.41M -40,215 Closed
CFA
649
Camarda Financial Advisors
Florida
-$2.75M -25,047 Closed
ACM
650
AlphaStar Capital Management
North Carolina
-$2.32M -21,160 Closed