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iShares S&P Mid-Cap 400 Value ETF

659 hedge funds and large institutions have $6.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+53
Holders Change %
+8.75%
% of All Funds
10.18%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.56%
New
107
Increased
216
Reduced
155
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JMF
651
Johnson Midwest Financial
Iowa
$3K -$16.6M -177,489 -100%
BFG
652
Baron Financial Group
New Jersey
$2.66K
FHC
653
First Heartland Consultants
Missouri
$2.4K +$315 +2,847 +15%
RA
654
Rise Advisors
New York
$2.1K +$2.1K +19 New
QCG
655
Quadrant Capital Group
Ohio
$2K
IFA
656
Interactive Financial Advisors
Illinois
$2K +$2K +18 New
BBHC
657
Brown Brothers Harriman & Co
New York
$268
WA
658
Wealthstar Advisors
Texas
-$4.46M -43,300 Closed
MIAN
659
Mariner Independent Advisor Network
Kansas
-$4.12M -39,993 Closed
MSAM
660
Moloney Securities Asset Management
Missouri
-$2.01M -19,455 Closed
Legacy Financial Group (Iowa)
661
Legacy Financial Group (Iowa)
Iowa
-$1.72M -16,674 Closed
ACM
662
AlphaStar Capital Management
North Carolina
-$1.75M -16,084 Closed
FTUS
663
Flow Traders U.S.
New York
-$1.49M -14,421 Closed
Millennium Management
664
Millennium Management
New York
-$806K -7,827 Closed
GRP
665
Global Retirement Partners
California
-$802K -7,781 Closed
BCM
666
Beaumont Capital Management
Massachusetts
-$606K -5,885 Closed
ECM
667
Evergreen Capital Management
Washington
-$589K -5,713 Closed
SWM
668
Soundmark Wealth Management
Washington
-$588K -5,707 Closed
SBH
669
Segall Bryant & Hamill
Illinois
-$476K -4,627 Closed
W
670
WealthOne
New York
-$374K -3,634 Closed
MP
671
McDonald Partners
Ohio
-$333K -3,234 Closed
DT
672
Diversified Trust
Tennessee
-$311K -3,017 Closed
PWP
673
Personal Wealth Partners
Minnesota
-$279K -2,709 Closed
HSA
674
HBK Sorce Advisory
Pennsylvania
-$261K -2,534 Closed
TRCT
675
Tower Research Capital (TRC)
New York
-$256K -2,485 Closed