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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 %
OSAM
651
O'Shaughnessy Asset Management
Connecticut
$11K +$2.78K +25 +34%
OIA
652
Optimum Investment Advisors
Illinois
$11K +$11K +98 New
FCA
653
FinTrust Capital Advisors
South Carolina
$11K +$11K +100 New
TF
654
Tompkins Financial
New York
$10K
GLLW
655
Graves Light Lenhart Wealth
Virginia
$10K
First Manhattan
656
First Manhattan
New York
$10K +$10K +96 New
SC
657
Stephens Consulting
Michigan
$9.87K
MFT
658
Moisand Fitzgerald Tamayo
Florida
$9K
PCTC
659
Perkins Coie Trust Company
Washington
$9K
UFF
660
USA Financial Formulas
Michigan
$9K +$1.44K +13 +19%
JPLA
661
Joseph P. Lucia & Associates
New York
$9K +$9K +78 New
OHWP
662
Oak Harbor Wealth Partners
North Carolina
$8K
MCM
663
MV Capital Management
Maryland
$8K +$320 +3 +4%
AssetMark Inc
664
AssetMark Inc
California
$7K
TSWM
665
Tyler-Stone Wealth Management
Ohio
$7K
SCA
666
Stonebridge Capital Advisors
Minnesota
$6K
HWA
667
HHM Wealth Advisors
Tennessee
$6K
TFM
668
TFC Financial Management
Massachusetts
$6K
KFS
669
Kelly Financial Services
Massachusetts
$5.51K
RMC
670
Resources Management Corp
Connecticut
$5K
POIA
671
Pin Oak Investment Advisors
Texas
$5K
T
672
TCWP
Ohio
$3K +$3K +36 New
IFA
673
Interactive Financial Advisors
Illinois
$3K +$2.14K +45 +250%
BFG
674
Baron Financial Group
New Jersey
$2.63K
RA
675
Rise Advisors
New York
$2K