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iShares S&P Mid-Cap 400 Value ETF

643 hedge funds and large institutions have $4.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.

Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.87%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.52%
New
47
Increased
231
Reduced
206
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GT
101
Greenleaf Trust
Michigan
$5.08M +$26.9K +285 +0.5%
BCM
102
Brookstone Capital Management
Illinois
$5.08M -$18.3M -191,155 -78%
CPSAC
103
Chas P. Smith & Associates (CPS)
Florida
$5.04M -$110K -1,165 -2%
GDP
104
Great Diamond Partners
Maine
$5.03M +$40.7K +431 +0.8%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$5M +$2.23M +23,284 +80%
HNB
106
Huntington National Bank
Ohio
$4.84M -$6.6M
KCM
107
Karp Capital Management
California
$4.79M -$6.84M -72,450 -59%
RSWM
108
Robertson Stephens Wealth Management
California
$4.73M +$3.32M +35,131 +235%
NAM
109
NorthCrest Asset Manangement
Minnesota
$4.59M +$4.59M +48,630 New
FCFC
110
First Citizens Financial Corp
Iowa
$4.45M +$131K +1,388 +3%
IF
111
Ironwood Financial
Arizona
$4.4M +$37.8K +400 +0.9%
IFS
112
Ifrah Financial Services
Arkansas
$4.38M -$87.3K -925 -2%
CWM
113
Cranbrook Wealth Management
Michigan
$4.33M -$1.04K -11 -0%
CA
114
Centerpoint Advisors
Massachusetts
$4.33M -$108K -1,139 -2%
BFM
115
Broadview Financial Management
Wisconsin
$4.32M -$20.2K -214 -0.5%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$4.31M +$359K +3,805 +9%
JFA
117
JNBA Financial Advisors
Minnesota
$4.24M -$23.6K -250 -0.6%
PAI
118
Pittenger & Anderson Inc
Nebraska
$4.19M
PFM
119
Phillips Financial Management
Indiana
$4.18M -$114K -1,212 -3%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$4.15M +$4.05M +42,875 +3,988%
MGIA
121
Moneta Group Investment Advisors
Missouri
$4.04M +$1.83M +19,366 +83%
KWMG
122
King Wealth Management Group
Florida
$4.04M +$105K +1,114 +3%
Jane Street
123
Jane Street
New York
$4.03M +$1.21M +12,868 +43%
CIAS
124
CFS Investment Advisory Services
New Jersey
$4.01M -$429M -4,543,261 -99%
WAS
125
Wealth Advisory Solutions
Indiana
$4M +$408K +4,326 +11%