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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 %
HNB
101
Huntington National Bank
Ohio
$4.65M -$4.84M
KCM
102
Karp Capital Management
California
$4.63M +$62.4K +693 +1%
CPSAC
103
Chas P. Smith & Associates (CPS)
Florida
$4.56M -$247K -2,740 -5%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$4.42M +$302K +3,358 +7%
NAM
105
NorthCrest Asset Manangement
Minnesota
$4.35M -$23.9K -266 -0.5%
GIM
106
Goelzer Investment Management
Indiana
$4.34M -$742K -8,243 -15%
IF
107
Ironwood Financial
Arizona
$4.29M +$102K +1,128 +2%
CWM
108
Cranbrook Wealth Management
Michigan
$4.25M +$120K +1,337 +3%
FCFC
109
First Citizens Financial Corp
Iowa
$4.23M -$7.2K -80 -0.2%
CA
110
Centerpoint Advisors
Massachusetts
$4.12M
BFM
111
Broadview Financial Management
Wisconsin
$4.08M -$38.8K -431 -0.9%
IFS
112
Ifrah Financial Services
Arkansas
$4.05M -$130K -1,444 -3%
OCM
113
One Capital Management
California
$4.05M -$14.3M -159,458 -78%
KWMG
114
King Wealth Management Group
Florida
$4.03M +$175K +1,943 +5%
JFA
115
JNBA Financial Advisors
Minnesota
$4.03M -$19.6K -218 -0.5%
PAI
116
Pittenger & Anderson Inc
Nebraska
$4M
PFM
117
Phillips Financial Management
Indiana
$3.95M -$31.2K -347 -0.8%
SC
118
Sierra Capital
Florida
$3.68M +$1.67M +18,610 +84%
E
119
ETFidea
New York
$3.68M +$955K +10,616 +35%
MGIA
120
Moneta Group Investment Advisors
Missouri
$3.62M -$239K -2,656 -6%
SIA
121
Soltis Investment Advisors
Utah
$3.6M +$8.82K +98 +0.2%
CAM
122
Campion Asset Management
Virginia
$3.53M +$300K +3,335 +9%
PAG
123
Private Advisor Group
New Jersey
$3.4M -$3.81M -42,299 -53%
SFG
124
SNS Financial Group
Minnesota
$3.4M +$235K +2,608 +7%
ABC
125
Associated Banc-Corp
Wisconsin
$3.38M +$543K +6,035 +19%