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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.

New
Increased
Maintained
Reduced
Closed
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 %
OFS
126
Oldfather Financial Services
Nebraska
$3.38M +$41.9K +466 +1%
RWA
127
River Wealth Advisors
Pennsylvania
$3.24M -$171K -1,905 -5%
OPW
128
Oxler Private Wealth
New York
$3.24M +$48.5K +537 +2%
BOS
129
Bank of Stockton
California
$3.19M +$165K +1,830 +5%
AIP
130
Almanack Investment Partners
Pennsylvania
$3.11M +$1.13M +12,470 +57%
SCM
131
SOL Capital Management
Maryland
$3.07M +$29.7K +330 +1%
SEIA
132
Signature Estate & Investment Advisors
California
$3.01M +$242K +2,689 +9%
RSWM
133
Robertson Stephens Wealth Management
California
$3M -$1.5M -16,726 -33%
MA
134
MUFG Americas
New York
$3M
TRIA
135
Trail Ridge Investment Advisors
Colorado
$3M +$313K +3,001 +12%
TRCT
136
Tower Research Capital (TRC)
New York
$2.89M +$2.88M +32,043 +29,130%
FP
137
Factorial Partners
New York
$2.76M
JWA
138
JFS Wealth Advisors
Pennsylvania
$2.76M +$317K +3,523 +13%
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$2.73M +$67.4K +749 +3%
AAS
140
Avantax Advisory Services
Texas
$2.7M +$669K +7,434 +33%
APA
141
American Portfolios Advisors
New York
$2.7M -$713K -7,925 -21%
CAG
142
Csenge Advisory Group
Florida
$2.65M -$649K -7,211 -20%
FCI
143
Financial Counselors Inc
Kansas
$2.59M +$55.5K +617 +2%
First Trust Advisors
144
First Trust Advisors
Illinois
$2.53M -$125K -1,388 -5%
TPCW
145
TD Private Client Wealth
New York
$2.5M +$187K +2,073 +8%
Jane Street
146
Jane Street
New York
$2.5M -$1.34M -14,919 -35%
PP
147
Prosperity Planning
Missouri
$2.47M +$610K +6,782 +33%
PRWA
148
Platte River Wealth Advisors
Colorado
$2.43M
Goldman Sachs
149
Goldman Sachs
New York
$2.42M +$465K +5,170 +24%
GG
150
Gofen & Glossberg
Illinois
$2.41M