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iShares S&P Mid-Cap 400 Value ETF

622 hedge funds and large institutions have $4.33B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 197 increasing their positions, 201 reducing their positions, and 45 closing their positions.

Holders
622
Holders Change
-21
Holders Change %
-3.27%
% of All Funds
10.76%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.45%
New
35
Increased
197
Reduced
201
Closed
45
Calls
$252K
Puts
Net Calls
+$252K
Net Calls Change
+$252K
Name Holding Trade Value Shares
Change
Shares
Change %
LFS
51
Lutz Financial Services
Nebraska
$11.9M -$75.7K -841 -0.6%
CAL
52
Capital Advisors Ltd
Ohio
$11.4M +$111K +1,236 +1%
Mariner
53
Mariner
Kansas
$11.3M +$348K +3,872 +3%
CC
54
Courier Capital
New York
$11.1M +$17.7K +197 +0.2%
BEC
55
Blue Edge Capital
Virginia
$10.8M -$66.3K -737 -0.6%
TYCC
56
Texas Yale Capital Corp
Florida
$10.5M
JF
57
JSF Financial
California
$10.4M +$2.36M +26,203 +29%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$10.4M +$1.52M +16,933 +17%
GIA
59
GHP Investment Advisors
Colorado
$10.3M -$74.9K -832 -0.7%
SFP
60
Sterling Financial Planning
New Jersey
$10M +$921K +10,238 +10%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$9.82M +$72.9K +810 +0.7%
EIP
62
Ellis Investment Partners
Pennsylvania
$9.76M +$132K +1,467 +1%
SPIA
63
Steward Partners Investment Advisory
New York
$9.4M +$355K +3,947 +4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$9.33M -$37.2M -413,121 -80%
EPP
65
ETF Portfolio Partners
Kansas
$8.98M +$222K +2,464 +3%
UWPG
66
Ullmann Wealth Partners Group
Florida
$8.55M +$16.2K +180 +0.2%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$8.34M -$832K -9,244 -9%
KAS
68
Kestra Advisory Services
Texas
$8.24M +$590K +6,550 +8%
AMG
69
Asset Management Group
Connecticut
$8.16M -$179K -1,993 -2%
NFG
70
Nations Financial Group
Iowa
$8.09M +$54.8K +609 +0.7%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$7.78M -$92.1K -1,023 -1%
HFG
72
Heron Financial Group
New York
$7.68M +$677K +7,520 +10%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$7.58M +$421K +4,674 +6%
AWM
74
AE Wealth Management
Kansas
$7.55M +$3.8M +42,171 +101%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$7.02M +$1.72M +19,057 +32%