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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 %
OHWP
676
Oak Harbor Wealth Partners
North Carolina
$7.66K
CDIA
677
Capital Directions Investment Advisors
Georgia
$7.06K +$7.06K +70 New
BFA
678
BBJS Financial Advisors
Washington
$6.59K +$6.59K +65 New
TSWM
679
Tyler-Stone Wealth Management
Ohio
$6K
HWA
680
HHM Wealth Advisors
Tennessee
$5.34K
FAM
681
Family Asset Management
South Carolina
$5.34K +$5.34K +53 New
KFS
682
Kelly Financial Services
Massachusetts
$5.08K
RMC
683
Resources Management Corp
Connecticut
$5K
BBHC
684
Brown Brothers Harriman & Co
New York
$4.64K -$244K -2,422 -98%
MRCM
685
M&R Capital Management
New Jersey
$2.52K +$2.52K +25 New
SCA
686
Stonebridge Capital Advisors
Minnesota
$2.13K +$2.13K +21 New
BCMLT
687
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.81K +$1.81K +18 New
CIAS
688
CFS Investment Advisory Services
New Jersey
-$646K -3,662,370 Closed
GDP
689
Great Diamond Partners
Maine
-$4.8M -53,337 Closed
KCM
690
Karp Capital Management
California
-$4.63M -51,404 Closed
NAM
691
NorthCrest Asset Manangement
Minnesota
-$4.35M -48,364 Closed
MA
692
MUFG Americas
New York
-$3M -33,298 Closed
CAM
693
Cresset Asset Management
Illinois
-$724K -8,037 Closed
SA
694
Shilanski & Associates
Alaska
-$529K -5,876 Closed
AWA
695
Amplius Wealth Advisors
Pennsylvania
-$523K -5,807 Closed
KFAA
696
Klaas Financial Asset Advisors
Illinois
-$522K -5,796 Closed
OWA
697
Outlook Wealth Advisors
Texas
-$516K -5,735 Closed
VFA
698
Valeo Financial Advisors
Indiana
-$468K -5,196 Closed
FNBOO
699
First National Bank of Omaha
Nebraska
-$351K -3,898 Closed
GWA
700
GGM Wealth Advisors
Maryland
-$371K -3,808 Closed