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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 %
OSNBOA
651
Old Second National Bank of Aurora
Illinois
$17.7K
POIA
652
Pin Oak Investment Advisors
Texas
$17K +$13.9K +188 +448%
SWM
653
Sugarloaf Wealth Management
Georgia
$16.7K +$605 +6 +4%
FFA
654
Farther Finance Advisors
California
$16.7K +$16.7K +166 New
PA
655
PSI Advisors
Florida
$16.2K -$106K -1,053 -87%
CJL
656
Cyrus J. Lawrence
New York
$16K +$16K +158 New
RCM
657
Rain Capital Management
Oregon
$15.3K +$201 +2 +1%
FCA
658
Fortis Capital Advisors
Kansas
$14.6K +$14.6K +145 New
BWL
659
Bogart Wealth LLC
Virginia
$14.2K -$4.83K -48 -25%
BAM
660
Baldrige Asset Management
Pennsylvania
$14K
CT
661
Clearstead Trust
Maine
$12K
LS
662
Leelyn Smith
Illinois
$11.9K
NFSG
663
Newbridge Financial Services Group
Florida
$10.5K -$12.3K -122 -54%
CTC
664
Central Trust Company
Missouri
$10.5K
FCA
665
FinTrust Capital Advisors
South Carolina
$10.1K
OSAM
666
O'Shaughnessy Asset Management
Connecticut
$9.98K
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.27K
SIM
668
Studio Investment Management
Illinois
$9.27K +$9.27K +92 New
SC
669
Stephens Consulting
Michigan
$9.07K
TF
670
Tompkins Financial
New York
$9K
SC
671
Sawyer & Company
Massachusetts
$9K +$9K +90 New
PCTC
672
Perkins Coie Trust Company
Washington
$8.57K
RA
673
Rise Advisors
New York
$8.47K
BIA
674
Bell Investment Advisors
California
$8.06K +$8.06K +80 New
MFT
675
Moisand Fitzgerald Tamayo
Florida
$7.86K