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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.

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 %
Prudential Financial
701
Prudential Financial
New Jersey
-$353K -3,700 Closed
CG
702
Corundum Group
Colorado
-$314K -3,492 Closed
TWP
703
Tempus Wealth Planning
California
-$276K -3,072 Closed
LAS
704
LWM Advisory Services
Florida
-$274K -3,047 Closed
RMDI
705
R.M. Davis Inc
Maine
-$245K -2,723 Closed
KIA
706
KCM Investment Advisors
California
-$231K -2,570 Closed
MWM
707
Mission Wealth Management
California
-$222K -2,464 Closed
SIA
708
Schechter Investment Advisors
Michigan
-$212K -2,357 Closed
HGERS
709
Householder Group Estate & Retirement Specialist
Arizona
-$189K -2,102 Closed
Qube Research & Technologies (QRT)
710
Qube Research & Technologies (QRT)
United Kingdom
-$135K -1,500 Closed
WB
711
West Bancorporation
Iowa
-$130K -1,441 Closed
FWA
712
FSC Wealth Advisors
New York
-$71K -790 Closed
IAMOG
713
Investors Asset Management of Georgia
Georgia
-$54K -600 Closed
CTB
714
Country Trust Bank
Illinois
-$41K -454 Closed
HI
715
Hudock Inc
Pennsylvania
-$40K -450 Closed
FPB
716
First PREMIER Bank
South Dakota
-$41K -450 Closed
FA
717
Flagstar Advisors
New York
-$33.9K -376 Closed
SWM
718
Selective Wealth Management
Virginia
-$20K -220 Closed
GWSG
719
GPS Wealth Strategies Group
Colorado
-$15K -168 Closed
YAL
720
Your Advocates Ltd
Texas
-$11K -120 Closed
LDFR
721
Lehman & Derafelo Financial Resources
Pennsylvania
-$7K -76 Closed