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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$182M
2
BFG
Barber Financial Group
Kansas
$77.9M
3
OCM
One Capital Management
California
$48.3M
4
AF
Allworth Financial
California
$46.8M
5
AAP
Arax Advisory Partners
Colorado
$37.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$166K
2
LPL Financial
LPL Financial
California
$98.3M
3
PFG
Piershale Financial Group
Illinois
$0
4
Natixis Advisors
Natixis Advisors
Massachusetts
$75.7M
5
Financial Engines Advisors
Financial Engines Advisors
California
$97.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
676
Lansing Street Advisors
Pennsylvania
$2K +$2K +23 New
CFGS
677
Concourse Financial Group Securities
Alabama
$1K -$322K -2,576 -100%
SLWA
678
San Luis Wealth Advisors
California
$1K +$1K +8 New
SLWS
679
Swaine & Leidel Wealth Services
Florida
$700 +$700 +700 New
PFG
680
Piershale Financial Group
Illinois
– -$28.6M -257,982 Closed
MA
681
Mutual Advisors
Nebraska
– -$8.28M -74,829 Closed
RFM
682
Royal Fund Management
Florida
– -$6.33M -57,202 Closed
NAM
683
NorthCrest Asset Manangement
Minnesota
– -$5.19M -46,880 Closed
ACA
684
Anchor Capital Advisors
Massachusetts
– -$4.22M -38,094 Closed
RA
685
RiverTree Advisors
Florida
– -$2.18M -19,671 Closed
NI
686
Nuance Investments
Missouri
– -$1.68M -15,154 Closed
CGFA
687
Colton Groome Financial Advisors
North Carolina
– -$1.66M -14,950 Closed
IWA
688
IBEX Wealth Advisors
New Jersey
– -$1.38M -12,495 Closed
CA
689
Calton & Associates
Florida
– -$1.24M -11,205 Closed
RC
690
RegentAtlantic Capital
New Jersey
– -$1.24M -11,180 Closed
FFS
691
Founders Financial Securities
Maryland
– -$685K -6,192 Closed
CW
692
CreativeOne Wealth
Kansas
– -$625K -5,645 Closed
NA
693
NewEdge Advisors
Louisiana
– -$565K -5,101 Closed
SAM
694
Smithbridge Asset Management
Pennsylvania
– -$540K -4,876 Closed
PA
695
PFG Advisors
Arizona
– -$471K -4,256 Closed
AWM
696
Aevitas Wealth Management
Massachusetts
– -$434K -3,918 Closed
MYIA
697
Mount Yale Investment Advisors
Colorado
– -$412K -3,722 Closed
HR
698
Hardy Reed
Mississippi
– -$383K -3,458 Closed
WCM
699
Wealthcare Capital Management
Virginia
– -$372K -3,364 Closed
GSC
700
Ground Swell Capital
South Carolina
– -$323K -2,919 Closed
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