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iShares S&P Mid-Cap 400 Value ETF

659 hedge funds and large institutions have $6.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 40 closing their positions.

Holders
659
Holders Change
+53
Holders Change %
+8.75%
% of All Funds
10.18%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.56%
New
107
Increased
216
Reduced
155
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$10.8M +$134K +1,210 +1%
EPP
77
ETF Portfolio Partners
Kansas
$10.8M +$29.3K +265 +0.3%
SFP
78
Sterling Financial Planning
New Jersey
$10.5M +$189K +1,711 +2%
AMG
79
Asset Management Group
Connecticut
$10.3M +$35K +316 +0.3%
WWM
80
Windsor Wealth Management
Indiana
$10.2M +$313K +2,777 +3%
NFG
81
Nations Financial Group
Iowa
$10.2M +$1.14M +10,274 +13%
CIC
82
Chilton Investment Company
Connecticut
$9.93M
KPCM
83
Kings Point Capital Management
New York
$9.9M -$1.12M -10,081 -10%
UWPG
84
Ullmann Wealth Partners Group
Florida
$9.67M +$334K +3,014 +4%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$9.53M -$26.6K -240 -0.3%
KAS
86
Kestra Advisory Services
Texas
$9.49M +$2.84M +25,653 +43%
CCFM
87
Clear Creek Financial Management
Washington
$9.34M +$2.71M +24,498 +41%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$9.22M +$368K +3,327 +4%
FCBT
89
First Citizens Bank & Trust
North Carolina
$9.13M +$7.42M +67,053 +435%
HAS
90
Holland Advisory Services
Florida
$9.13M +$9.13M +82,445 New
FHB
91
First Hawaiian Bank
Hawaii
$9.08M -$255K -2,301 -3%
ACA
92
Ascension Capital Advisors
Texas
$8.43M +$2.89M +26,099 +52%
EE
93
EWG Elevate
California
$8.31M +$3.72M +33,590 +81%
MA
94
Mutual Advisors
Nebraska
$8.28M +$2.44M +22,076 +42%
HFG
95
Heron Financial Group
New York
$7.83M +$60.2K +562 +0.8%
APA
96
American Portfolios Advisors
New York
$7.76M +$1.47M +13,298 +23%
HCM
97
Hudson Capital Management
New Jersey
$7.7M -$2.38M -21,219 -24%
GLA
98
Great Lakes Advisors
Illinois
$7.65M -$119K -1,079 -2%
AF
99
Allworth Financial
California
$7.62M -$45.9M -414,783 -86%
US Bancorp
100
US Bancorp
Minnesota
$7.25M -$497K -4,490 -6%