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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.

New
Increased
Maintained
Reduced
Closed
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 %
AWM
126
AE Wealth Management
Kansas
$3.94M +$258K +2,736 +7%
SIA
127
Soltis Investment Advisors
Utah
$3.77M -$999K -10,581 -21%
OFS
128
Oldfather Financial Services
Nebraska
$3.73M +$126K +1,251 +3%
CCM
129
Coldstream Capital Management
Washington
$3.7M +$156K +1,656 +4%
RWA
130
River Wealth Advisors
Pennsylvania
$3.58M -$49.6K -525 -1%
APA
131
American Portfolios Advisors
New York
$3.58M +$1.46M +15,510 +69%
CAG
132
Csenge Advisory Group
Florida
$3.46M -$154K -1,629 -4%
LC
133
LTG Capital
Massachusetts
$3.38M -$73.1K -775 -2%
CAM
134
Campion Asset Management
Virginia
$3.38M +$212K +2,243 +7%
OPW
135
Oxler Private Wealth
New York
$3.33M +$598K +6,336 +22%
SFG
136
SNS Financial Group
Minnesota
$3.32M -$79.1K -838 -2%
HWIS
137
Hancock Whitney Investment Services
Louisiana
$3.26M -$3.21K -34 -0.1%
SCM
138
SOL Capital Management
Maryland
$3.19M +$56.2K +595 +2%
BOS
139
Bank of Stockton
California
$3.17M +$1.4M +14,868 +79%
MA
140
MUFG Americas
New York
$3.14M +$9.91K +105 +0.3%
ABC
141
Associated Banc-Corp
Wisconsin
$2.98M +$5.76K +61 +0.2%
SEIA
142
Signature Estate & Investment Advisors
California
$2.91M +$122K +1,290 +4%
FP
143
Factorial Partners
New York
$2.9M +$75.5K +800 +3%
E
144
ETFidea
New York
$2.86M -$1.98K -21 -0.1%
HF
145
HRT Financial
New York
$2.85M -$3.01M -31,921 -51%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$2.8M +$241K +2,556 +9%
First Trust Advisors
147
First Trust Advisors
Illinois
$2.79M +$68.1K +721 +3%
NSB
148
Norway Savings Bank
Maine
$2.7M -$67.4K -714 -2%
FCI
149
Financial Counselors Inc
Kansas
$2.65M +$47.6K +504 +2%
PFA
150
Pure Financial Advisors
California
$2.65M +$483K +5,116 +22%