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iShares S&P Mid-Cap 400 Value ETF

679 hedge funds and large institutions have $5.72B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 48 closing their positions.

Holders
679
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.75%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
79
Increased
222
Reduced
213
Closed
48
Calls
$746K
Puts
$208K
Net Calls
+$538K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$11M -$4.28K -39 -0%
EPP
77
ETF Portfolio Partners
Kansas
$10.9M +$270K +2,461 +3%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$10.9M -$95.4K -870 -0.9%
UWPG
79
Ullmann Wealth Partners Group
Florida
$10.7M +$1.09M +9,912 +11%
SFP
80
Sterling Financial Planning
New Jersey
$10.6M +$177K +1,614 +2%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$10.5M -$2.33M -21,213 -18%
AMG
82
Asset Management Group
Connecticut
$10.1M -$39.5K -360 -0.4%
KPCM
83
Kings Point Capital Management
New York
$9.74M -$64K -584 -0.7%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$9.54M +$105K +958 +1%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$9.17M +$39.4K +359 +0.4%
NFG
86
Nations Financial Group
Iowa
$9.16M -$939K -8,562 -9%
FHB
87
First Hawaiian Bank
Hawaii
$8.9M -$91.8K -837 -1%
HAS
88
Holland Advisory Services
Florida
$8.75M -$285K -2,602 -3%
HFG
89
Heron Financial Group
New York
$8.22M +$218K +1,984 +3%
AWS
90
Atria Wealth Solutions
New York
$8.06M +$8.06M +73,536 New
GLA
91
Great Lakes Advisors
Illinois
$7.68M +$97.9K +893 +1%
HCM
92
Hudson Capital Management
New Jersey
$7.5M -$18.5K -169 -0.2%
US Bancorp
93
US Bancorp
Minnesota
$7.45M +$271K +2,473 +4%
PFA
94
Pinnacle Family Advisors
Missouri
$7.21M +$5.84M +53,295 +429%
OFG
95
Omega Financial Group
California
$7.05M +$725K +6,615 +11%
AWM
96
Aries Wealth Management
Maine
$7.05M +$7.05M +64,270 New
MML Investors Services
97
MML Investors Services
Massachusetts
$6.89M -$28.6K -261 -0.4%
CIC
98
Chilton Investment Company
Connecticut
$6.89M -$2.95M -26,921 -30%
HF
99
HRT Financial
New York
$6.81M +$6.81M +62,073 New
M&T Bank
100
M&T Bank
New York
$6.7M +$186K +1,699 +3%