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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.

New
Increased
Maintained
Reduced
Closed
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 %
RFC
101
Regions Financial Corp
Alabama
$5.67M +$266K +2,636 +5%
HCM
102
Hudson Capital Management
New Jersey
$5.6M -$747K -7,406 -12%
GT
103
Greenleaf Trust
Michigan
$5.49M +$135K +1,336 +3%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$5.39M +$443K +4,393 +9%
ADL
105
Asset Dedication LLC
California
$5.2M -$68.4K -679 -1%
HNB
106
Huntington National Bank
Ohio
$5.18M -$4.65M
BMCM
107
Bryn Mawr Capital Management
Pennsylvania
$5.02M +$5.02M +49,782 New
CPSAC
108
Chas P. Smith & Associates (CPS)
Florida
$4.92M -$183K -1,815 -4%
FCFC
109
First Citizens Financial Corp
Iowa
$4.77M +$25.7K +255 +0.5%
DI
110
DDFG Inc
California
$4.76M +$4.76M +47,193 New
Betterment LLC
111
Betterment LLC
New York
$4.73M -$945K -9,371 -17%
IF
112
Ironwood Financial
Arizona
$4.69M -$116K -1,149 -2%
GIM
113
Goelzer Investment Management
Indiana
$4.66M -$203K -2,016 -4%
BFM
114
Broadview Financial Management
Wisconsin
$4.65M +$78.5K +779 +2%
E
115
ETFidea
New York
$4.64M +$517K +5,133 +13%
JFA
116
JNBA Financial Advisors
Minnesota
$4.55M +$41.6K +413 +0.9%
FCBT
117
First Citizens Bank & Trust
North Carolina
$4.52M -$2.73M -27,053 -38%
SC
118
Sierra Capital
Florida
$4.49M +$366K +3,635 +9%
IFS
119
Ifrah Financial Services
Arkansas
$4.48M -$56.9K -564 -1%
PAI
120
Pittenger & Anderson Inc
Nebraska
$4.47M
Members Trust
121
Members Trust
Florida
$4.38M -$844K -8,370 -16%
CA
122
Centerpoint Advisors
Massachusetts
$4.35M -$270K -2,683 -6%
CAM
123
Campion Asset Management
Virginia
$4.33M +$387K +3,835 +10%
KWMG
124
King Wealth Management Group
Florida
$4.33M -$184K -1,822 -4%
BFG
125
Bleakley Financial Group
New Jersey
$4.29M +$4.29M +42,562 New