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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 %
OCM
126
One Capital Management
California
$4.28M -$251K -2,487 -6%
PFM
127
Phillips Financial Management
Indiana
$4.26M -$162K -1,610 -4%
ABC
128
Associated Banc-Corp
Wisconsin
$4.2M +$408K +4,044 +11%
MGIA
129
Moneta Group Investment Advisors
Missouri
$4.19M -$316K -2,815 -7%
OFS
130
Oldfather Financial Services
Nebraska
$4.13M +$339K +3,361 +9%
FWMM
131
Foundation Wealth Management (Missouri)
Missouri
$3.92M +$3.92M +38,848 New
CWA
132
Clarus Wealth Advisors
Arizona
$3.87M +$3.87M +36,674 New
CWM
133
Cranbrook Wealth Management
Michigan
$3.86M -$905K -8,981 -19%
SPC
134
Sigma Planning Corp
Michigan
$3.71M +$1.04M +10,325 +39%
TA
135
Tactive Advisors
Florida
$3.68M +$3.68M +36,459 New
AAS
136
Avantax Advisory Services
Texas
$3.67M +$650K +6,445 +22%
BOS
137
Bank of Stockton
California
$3.66M +$94.8K +940 +3%
SEIA
138
Signature Estate & Investment Advisors
California
$3.66M +$291K +2,889 +9%
RWA
139
River Wealth Advisors
Pennsylvania
$3.6M -$27.4K -272 -0.8%
SCM
140
SOL Capital Management
Maryland
$3.59M +$155K +1,540 +5%
SFG
141
SNS Financial Group
Minnesota
$3.58M -$222K -2,199 -6%
CCM
142
Coldstream Capital Management
Washington
$3.56M +$3.56M +35,284 New
OPW
143
Oxler Private Wealth
New York
$3.55M -$60.9K -604 -2%
GW
144
GW & Wade
Massachusetts
$3.55M +$1.07M +10,580 +43%
LC
145
LTG Capital
Massachusetts
$3.52M +$2.28M +22,600 +184%
Goldman Sachs
146
Goldman Sachs
New York
$3.38M +$674K +6,682 +25%
WWM
147
Windsor Wealth Management
Indiana
$3.27M +$1.73M +16,599 +113%
RSWM
148
Robertson Stephens Wealth Management
California
$3.24M -$126K -1,247 -4%
FHC
149
First Heartland Consultants
Missouri
$3.13M +$1.4M +13,885 +81%
PWM
150
Perigon Wealth Management
California
$3.13M +$2.85M +28,237 +1,015%