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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 %
Fisher Asset Management
701
Fisher Asset Management
Washington
-$322K -2,913 Closed
TWP
702
Transparent Wealth Partners
Arkansas
-$316K -2,856 Closed
TI
703
Trexquant Investment
Connecticut
-$308K -2,782 Closed
DIA
704
Dean Investment Associates
Ohio
-$297K -2,686 Closed
HW
705
Hedeker Wealth
Illinois
-$254K -2,298 Closed
ARC
706
Advisor Resource Council
Texas
-$238K -2,152 Closed
AP
707
Appleton Partners
Massachusetts
-$201K -1,820 Closed
SFP
708
Shepherd Financial Partners
Massachusetts
-$200K -1,809 Closed
PCMC
709
Paragon Capital Management (Colorado)
Colorado
-$127K -1,150 Closed
CWS
710
Confluence Wealth Services
Pennsylvania
-$123K -1,116 Closed
ONST
711
Old North State Trust
North Carolina
-$113K -1,017 Closed
RIA
712
Richwood Investment Advisors
Ohio
-$65K -590 Closed
AHIA
713
Andrew Hill Investment Advisors
Florida
-$50K -454 Closed
IAG
714
Investmark Advisory Group
Connecticut
-$43K -390 Closed
TFS
715
TrustCore Financial Services
Tennessee
-$34K -310 Closed
SAM
716
Strategic Asset Management
Minnesota
-$31K -282 Closed
SCA
717
Snowden Capital Advisors
New York
-$25K -226 Closed
EW
718
Element Wealth
Mississippi
-$22K -200 Closed
BL
719
Balentine LLC
Georgia
-$15K -136 Closed
RK
720
Rather & Kittrell
Tennessee
-$14K -132 Closed
SF
721
SBK Financial
Virginia
-$14K -128 Closed
SFM
722
Signet Financial Management
New Jersey
-$8K -72 Closed
TC
723
TAP Consulting
Missouri
-$7K -62 Closed
TCWM
724
Total Clarity Wealth Management
Illinois
-$5K -48 Closed
QCG
725
Quadrant Capital Group
Ohio
-$2K -16 Closed