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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
$22.9M
2
Ameriprise
Ameriprise
Minnesota
$173M
3
Lido Advisors
Lido Advisors
California
$23.6M
4
UBS Group
UBS Group
Switzerland
$221M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$67M

Top Sellers

1
BFG
Barber Financial Group
Kansas
$1.37M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.33M
3
M&T Bank
M&T Bank
New York
$35.8M
4
PRS
Pinkerton Retirement Specialists
Idaho
$0
5
OCM
One Capital Management
California
$4.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
626
Pinkerton Retirement Specialists
Idaho
– -$20.4M -216,107 Closed
VNB
627
Virginia National Bank
Virginia
– -$2.01M -21,263 Closed
MA
628
Mutual Advisors
Nebraska
– -$1.74M -18,467 Closed
PFA
629
Professional Financial Advisors
Nebraska
– -$1.19M -12,573 Closed
MIAN
630
Mariner Independent Advisor Network
Kansas
– -$1.09M -11,371 Closed
NI
631
Nuance Investments
Missouri
– -$914K -9,680 Closed
DL
632
DOHJ LLC
Washington
– -$825K -8,743 Closed
IWN
633
Independent Wealth Network
Iowa
– -$786K -8,321 Closed
CBN
634
Cadence Bank NA
Texas
– -$593K -6,280 Closed
EWA
635
EP Wealth Advisors
California
– -$520K -5,507 Closed
CFO
636
Collective Family Office
Pennsylvania
– -$502K -5,315 Closed
Millennium Management
637
Millennium Management
New York
– -$420K -4,444 Closed
SEM
638
Strategic Equity Management
Arizona
– -$415K -4,394 Closed
MP
639
McDonald Partners
Ohio
– -$305K -3,234 Closed
ES
640
Eagle Strategies
New York
– -$300K -3,182 Closed
SIM
641
Stratos Investment Management
Ohio
– -$283K -2,997 Closed
RWP
642
Revolve Wealth Partners
New Jersey
– -$254K -2,689 Closed
BSSFA
643
Baron Silver Stevens Financial Advisors
Florida
– -$228K -2,420 Closed
AB
644
Atlas Brown
Kentucky
– -$214K -2,267 Closed
NB
645
Nicolet Bankshares
Wisconsin
– -$211K -2,236 Closed
FIA
646
Foundations Investment Advisors
Arizona
– -$210K -2,225 Closed
CAMG
647
CWA Asset Management Group
Florida
– -$206K -2,184 Closed
GFP
648
Gryphon Financial Partners
Ohio
– -$167K -1,769 Closed
CWP
649
Concord Wealth Partners
Virginia
– -$115K -1,216 Closed
COCM
650
Charter Oak Capital Management
New Hampshire
– -$96K -1,012 Closed
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