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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.

New
Increased
Maintained
Reduced
Closed
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 %
FCFC
126
First Citizens Financial Corp
Iowa
$5.05M -$91.9K -830 -2%
IF
127
Ironwood Financial
Arizona
$5.02M +$107K +963 +2%
PFM
128
Phillips Financial Management
Indiana
$4.93M -$31.8K -287 -0.6%
PAI
129
Pittenger & Anderson Inc
Nebraska
$4.92M
CIBC World Market
130
CIBC World Market
Ontario, Canada
$4.46M +$536K +4,840 +14%
Betterment LLC
131
Betterment LLC
New York
$4.42M -$2M -18,085 -31%
CIAS
132
CFS Investment Advisory Services
New Jersey
$4.41M +$44.4K +418 +1%
KWMG
133
King Wealth Management Group
Florida
$4.37M +$1.75M +15,781 +66%
RWA
134
River Wealth Advisors
Pennsylvania
$4.3M -$67.3K -608 -2%
ADL
135
Asset Dedication LLC
California
$4.24M +$221K +1,997 +6%
ACA
136
Anchor Capital Advisors
Massachusetts
$4.22M +$4.22M +38,094 New
AWE
137
Avidian Wealth Enterprises
Texas
$4.21M +$4.21M +38,048 New
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$4.16M -$678K -6,124 -14%
LC
139
LTG Capital
Massachusetts
$4.13M +$4.13M +37,319 New
SFG
140
SNS Financial Group
Minnesota
$4.08M -$35.5K -321 -0.9%
HCA
141
Heck Capital Advisors
Wisconsin
$4.02M +$987K +8,916 +33%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$3.99M +$2.79M +25,252 +233%
OFS
143
Oldfather Financial Services
Nebraska
$3.74M +$338K +3,086 +10%
OCM
144
One Capital Management
California
$3.7M -$396K -3,579 -10%
SCM
145
SOL Capital Management
Maryland
$3.67M +$172K +1,555 +5%
ABC
146
Associated Banc-Corp
Wisconsin
$3.67M +$411K +3,713 +13%
HWIS
147
Hancock Whitney Investment Services
Louisiana
$3.53M +$3.53M +31,892 New
CAG
148
Csenge Advisory Group
Florida
$3.48M -$1.8M -16,908 -34%
BlackRock
149
BlackRock
New York
$3.46M +$2.55M +23,077 +281%
SSW
150
Smith Shellnut Wilson
Mississippi
$3.44M +$47.3K +427 +1%