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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 %
CAN
51
Cetera Advisor Networks
California
$17.6M +$11.3M +111,984 +178%
FAM
52
Flaharty Asset Management
Florida
$17M -$128K -1,274 -0.8%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$16.8M +$1.14M +11,249 +7%
FMC
54
First Merchants Corp
Indiana
$16.1M -$854K -8,475 -5%
SFI
55
SPC Financial Inc
Maryland
$15.9M -$111K -1,103 -0.7%
Mariner
56
Mariner
Kansas
$15.9M +$3.3M +32,722 +26%
LFS
57
Lutz Financial Services
Nebraska
$13.4M -$30.7K -305 -0.2%
JE
58
JMAC Enterprises
Pennsylvania
$13.2M -$217K -2,155 -2%
CCFM
59
Clear Creek Financial Management
Washington
$12.8M +$12.2M +120,949 +1,852%
CAL
60
Capital Advisors Ltd
Ohio
$12.8M +$11.7K +116 +0.1%
BEC
61
Blue Edge Capital
Virginia
$12.6M +$492K +4,876 +4%
RCAG
62
Rehmann Capital Advisory Group
Michigan
$12.3M -$1.65M -16,375 -12%
JF
63
JSF Financial
California
$12.2M +$517K +5,125 +4%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$11.8M +$158K +1,571 +1%
MMA
65
Miracle Mile Advisors
California
$11.7M +$11.7M +115,865 New
GIA
66
GHP Investment Advisors
Colorado
$11.6M +$89.5K +888 +0.8%
TYCC
67
Texas Yale Capital Corp
Florida
$11.6M -$110K -1,096 -0.9%
SFP
68
Sterling Financial Planning
New Jersey
$11.4M +$224K +2,224 +2%
HCA
69
Heck Capital Advisors
Wisconsin
$11.2M +$9.34M +92,663 +500%
EIP
70
Ellis Investment Partners
Pennsylvania
$10.9M -$49.9K -495 -0.5%
SPIA
71
Steward Partners Investment Advisory
New York
$10.7M +$179K +1,772 +2%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$10.4M -$587K -5,824 -5%
US Bancorp
73
US Bancorp
Minnesota
$10.4M +$3.2M +31,738 +45%
KAS
74
Kestra Advisory Services
Texas
$10.3M +$1.11M +11,006 +12%
EPP
75
ETF Portfolio Partners
Kansas
$10M -$50.1K -497 -0.5%