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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 %
KC
676
Kingfisher Capital
North Carolina
-$251K -2,437 Closed
BFA
677
Beaumont Financial Advisors
Massachusetts
-$231K -2,239 Closed
SBIA
678
Sheaff Brock Investment Advisors
Indiana
-$230K -2,233 Closed
Renaissance Technologies
679
Renaissance Technologies
New York
-$227K -2,200 Closed
CWM
680
Cahaba Wealth Management
Georgia
-$220K -2,138 Closed
NP
681
NorthRock Partners
Minnesota
-$212K -2,058 Closed
RMDI
682
R.M. Davis Inc
Maine
-$204K -1,984 Closed
BW
683
Bison Wealth
Georgia
-$165K -1,600 Closed
KIG
684
Kowal Investment Group
Wisconsin
-$155K -1,500 Closed
Vontobel Holding
685
Vontobel Holding
Switzerland
-$135K -1,313 Closed
Qube Research & Technologies (QRT)
686
Qube Research & Technologies (QRT)
United Kingdom
-$47K -453 Closed
LWM
687
Liberty Wealth Management
California
-$42K -412 Closed
FA
688
Flagstar Advisors
New York
-$34K -327 Closed
FCM
689
Firestone Capital Management
Florida
-$28K -270 Closed
CICI
690
Capital Investment Counsel Inc
North Carolina
-$27K -266 Closed
PAIM
691
Punch & Associates Investment Management
Minnesota
-$26K -250 Closed
Barclays
692
Barclays
United Kingdom
-$23K -227 Closed
CDIA
693
Capital Directions Investment Advisors
Georgia
-$18K -178 Closed
BCMIO
694
Beacon Capital Management Inc (Ohio)
Ohio
-$10K -97 Closed
JPLA
695
Joseph P. Lucia & Associates
New York
-$8K -78 Closed
LDFR
696
Lehman & Derafelo Financial Resources
Pennsylvania
-$1K -6 Closed