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iShares S&P Mid-Cap 400 Value ETF

643 hedge funds and large institutions have $4.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.

Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.87%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.52%
New
47
Increased
231
Reduced
206
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JE
51
JMAC Enterprises
Pennsylvania
$13.8M -$36.5K -387 -0.3%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$13.5M +$218K +2,310 +2%
HighTower Advisors
53
HighTower Advisors
Illinois
$13.4M +$39.3K +416 +0.3%
Lido Advisors
54
Lido Advisors
California
$12.9M -$656K -6,947 -5%
LFS
55
Lutz Financial Services
Nebraska
$12.6M +$6.8K +72 +0.1%
CAL
56
Capital Advisors Ltd
Ohio
$11.9M -$291K -3,084 -2%
CC
57
Courier Capital
New York
$11.6M +$68.9K +730 +0.6%
CCFM
58
Clear Creek Financial Management
Washington
$11.6M +$11.1M +118,010 +2,569%
Mariner
59
Mariner
Kansas
$11.5M -$124K -1,317 -1%
BEC
60
Blue Edge Capital
Virginia
$11.4M +$459K +4,863 +4%
TYCC
61
Texas Yale Capital Corp
Florida
$11M -$7.08K -75 -0.1%
GIA
62
GHP Investment Advisors
Colorado
$10.9M +$56.4K +597 +0.5%
EE
63
EWG Elevate
California
$10.8M +$10.4M +109,653 +2,206%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$10.2M +$866K +9,178 +9%
EIP
65
Ellis Investment Partners
Pennsylvania
$10.1M -$48.5K -514 -0.5%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$9.76M -$120K -1,253 -1%
SFP
67
Sterling Financial Planning
New Jersey
$9.54M +$402K +4,260 +4%
SPIA
68
Steward Partners Investment Advisory
New York
$9.49M +$15.6K +165 +0.2%
AWS
69
Atria Wealth Solutions
New York
$9.35M +$2.4M +25,447 +35%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$9.32M -$162K -1,717 -2%
EPP
71
ETF Portfolio Partners
Kansas
$9.19M -$222K -2,347 -2%
UWPG
72
Ullmann Wealth Partners Group
Florida
$8.95M -$233K -2,469 -3%
CAN
73
Cetera Advisor Networks
California
$8.89M +$3.47M +36,745 +64%
AMG
74
Asset Management Group
Connecticut
$8.74M +$31.1K +329 +0.4%
JF
75
JSF Financial
California
$8.45M -$1.45M -15,338 -15%