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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 %
SI
101
Stephens Inc
Arkansas
$7.09M -$3.64M -32,852 -34%
MML Investors Services
102
MML Investors Services
Massachusetts
$6.98M +$291K +2,630 +4%
Creative Planning
103
Creative Planning
Kansas
$6.79M +$99.4K +898 +1%
Members Trust
104
Members Trust
Florida
$6.64M -$60.9K -550 -0.9%
M&T Bank
105
M&T Bank
New York
$6.58M -$478K -4,320 -7%
IA
106
IFP Advisors
Florida
$6.56M -$1.49M -13,444 -19%
OFG
107
Omega Financial Group
California
$6.38M +$557K +5,029 +10%
RFM
108
Royal Fund Management
Florida
$6.33M -$2.25M -20,305 -26%
GIM
109
Goelzer Investment Management
Indiana
$6.22M +$1.44K +13 +0%
CAN
110
Cetera Advisor Networks
California
$6.16M +$293K +2,650 +5%
CPSAC
111
Chas P. Smith & Associates (CPS)
Florida
$6.05M -$73.9K -668 -1%
GT
112
Greenleaf Trust
Michigan
$6M -$11.4K -103 -0.2%
SPC
113
Sigma Planning Corp
Michigan
$5.97M -$598K -5,406 -9%
RFC
114
Regions Financial Corp
Alabama
$5.94M +$737K +6,663 +14%
HNB
115
Huntington National Bank
Ohio
$5.77M -$5.18M -41,918 Closed
Goldman Sachs
116
Goldman Sachs
New York
$5.67M -$3.18M -28,726 -36%
FC
117
Ferris Capital
Massachusetts
$5.37M
SIA
118
Soltis Investment Advisors
Utah
$5.36M -$1.7M -15,360 -24%
CA
119
Centerpoint Advisors
Massachusetts
$5.31M -$82.3K -744 -2%
CCM
120
Coldstream Capital Management
Washington
$5.29M +$451K +4,076 +9%
IFS
121
Ifrah Financial Services
Arkansas
$5.23M +$64K +578 +1%
NAM
122
NorthCrest Asset Manangement
Minnesota
$5.19M +$5.19M +46,880 New
CWM
123
Cranbrook Wealth Management
Michigan
$5.12M -$102K -920 -2%
JFA
124
JNBA Financial Advisors
Minnesota
$5.12M -$15.5K -140 -0.3%
BFM
125
Broadview Financial Management
Wisconsin
$5.1M -$58.8K -531 -1%