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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 %
LFA
626
Level Financial Advisors
New York
$42K
ZB
627
Zions Bancorporation
Utah
$40.3K
TAIM
628
TD Ameritrade Investment Management
Nebraska
$40K -$195K -1,944 -83%
ZIG
629
Zullo Investment Group
Pennsylvania
$39.7K
CA
630
Crewe Advisors
Utah
$38.3K
OC
631
Oakworth Capital
Alabama
$36.8K
MFG
632
Mendota Financial Group
Wisconsin
$36.3K +$36.3K +360 New
PCM
633
Perritt Capital Management
Illinois
$36.2K +$36.2K +359 New
GWM
634
Geneos Wealth Management
Colorado
$34K +$1.21K +12 +4%
SBL
635
Sargent Bickham Lagudis
Colorado
$32.8K +$101 +1 +0.3%
OFG
636
Oxford Financial Group
Indiana
$32.8K +$1.11K +11 +4%
JMF
637
Johnson Midwest Financial
Iowa
$32K
FFA
638
Founders Financial Alliance
North Carolina
$30K
PGAM
639
Princeton Global Asset Management
New Jersey
$30K
CTA
640
Colonial Trust Advisors
South Carolina
$29.1K +$29.1K +289 New
BWM
641
BerganKDV Wealth Management
Minnesota
$27.9K
TFS
642
TrustCore Financial Services
Tennessee
$27K +$27K +268 New
Allspring Global Investments
643
Allspring Global Investments
North Carolina
$26.5K +$26.5K +263 New
FP
644
Financial Perspectives
Minnesota
$26.4K
HFS
645
Hantz Financial Services
Michigan
$25K -$8.8K -88 -26%
AA
646
Ancora Advisors
Ohio
$24K
FCMT
647
Founders Capital Management (Texas)
Texas
$23K
AssetMark Inc
648
AssetMark Inc
California
$22.1K +$19.2K +190 +655%
NSIM
649
North Star Investment Management
Illinois
$21.9K
OCM
650
Orion Capital Management
California
$20.2K