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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 %
FHB
76
First Hawaiian Bank
Hawaii
$7.02M -$251K -2,786 -3%
MWM
77
Merriman Wealth Management
Washington
$6.87M -$1.06M -11,830 -13%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$6.66M -$885K -9,833 -12%
HAS
79
Holland Advisory Services
Florida
$6.54M -$391K -4,350 -6%
FCBT
80
First Citizens Bank & Trust
North Carolina
$6.47M +$4.91M +54,519 +315%
US Bancorp
81
US Bancorp
Minnesota
$6.42M +$33.2K +369 +0.5%
GLA
82
Great Lakes Advisors
Illinois
$6.39M +$69.3K +770 +1%
OFG
83
Omega Financial Group
California
$5.93M +$168K +1,864 +3%
CIC
84
Chilton Investment Company
Connecticut
$5.68M
HCM
85
Hudson Capital Management
New Jersey
$5.67M -$183K -2,033 -3%
CAN
86
Cetera Advisor Networks
California
$5.66M -$2.81M -31,225 -33%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$5.5M +$147K +1,630 +3%
Citadel Advisors
88
Citadel Advisors
Florida
$5.38M +$5.38M +59,784 New
GSWM
89
Greenup Street Wealth Management
Michigan
$5.32M -$2.19M -24,341 -29%
Betterment LLC
90
Betterment LLC
New York
$5.32M
RFM
91
Royal Fund Management
Florida
$5.19M +$224K +2,489 +5%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$5.09M +$390K +4,333 +8%
HF
93
HRT Financial
New York
$5.02M +$2.31M +25,621 +85%
MML Investors Services
94
MML Investors Services
Massachusetts
$5.01M -$567K -6,303 -10%
RFC
95
Regions Financial Corp
Alabama
$4.83M -$84.3K -937 -2%
GDP
96
Great Diamond Partners
Maine
$4.8M +$2.16K +24 +0%
GT
97
Greenleaf Trust
Michigan
$4.78M -$66.2K -736 -1%
ADL
98
Asset Dedication LLC
California
$4.72M +$4.72M +52,331 New
AWS
99
Atria Wealth Solutions
New York
$4.7M -$4.21M -46,809 -47%
Members Trust
100
Members Trust
Florida
$4.67M -$222K -2,468 -5%