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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 %
UWPG
76
Ullmann Wealth Partners Group
Florida
$9.95M +$380K +3,765 +4%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$9.62M +$280K +2,777 +3%
CCWM
78
Cassaday & Co Wealth Management
Virginia
$9.54M +$9.54M +94,643 New
AMG
79
Asset Management Group
Connecticut
$9.24M +$105K +1,039 +1%
NFG
80
Nations Financial Group
Iowa
$8.97M -$91.8K -911 -1%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$8.84M +$128K +1,269 +1%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$8.66M +$1.2M +11,895 +16%
AWM
83
AE Wealth Management
Kansas
$8.54M +$83.7K +830 +1%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$8.19M -$296K -2,932 -3%
HFG
85
Heron Financial Group
New York
$7.97M -$693K -6,821 -8%
FHB
86
First Hawaiian Bank
Hawaii
$7.8M -$63.6K -631 -0.8%
AWS
87
Atria Wealth Solutions
New York
$7.68M +$2.43M +24,066 +46%
MCCA
88
Mill Creek Capital Advisors
Pennsylvania
$7.6M +$7.6M +75,378 New
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$7.58M -$283K -2,810 -4%
MWM
90
Merriman Wealth Management
Washington
$7.31M -$387K -3,836 -5%
GLA
91
Great Lakes Advisors
Illinois
$7.02M -$138K -1,367 -2%
RFM
92
Royal Fund Management
Florida
$6.47M +$659K +6,535 +11%
PFA
93
Pinnacle Family Advisors
Missouri
$6.45M +$4.45M +44,119 +223%
CIC
94
Chilton Investment Company
Connecticut
$6.36M
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$6.29M +$583K +5,784 +10%
GSWM
96
Greenup Street Wealth Management
Michigan
$6.2M +$240K +2,377 +4%
LWP
97
LMG Wealth Partners
Louisiana
$6.1M +$6.1M +56,221 New
OFG
98
Omega Financial Group
California
$5.98M -$713K -7,024 -11%
MML Investors Services
99
MML Investors Services
Massachusetts
$5.88M +$269K +2,670 +5%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$5.8M -$360K -3,571 -6%