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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 %
CAM
151
Campion Asset Management
Virginia
$3.39M +$394K +3,559 +13%
BAM
152
Belpointe Asset Management
Nevada
$3.35M +$918K +8,299 +38%
E
153
ETFidea
New York
$3.34M +$3.34M +30,171 New
BCM
154
Brookstone Capital Management
Illinois
$3.33M -$40.5M -362,939 -92%
MA
155
MUFG Americas
New York
$3.33M -$49.8K -450 -1%
NSB
156
Norway Savings Bank
Maine
$3.33M -$154K -1,391 -4%
First Trust Advisors
157
First Trust Advisors
Illinois
$3.31M -$20.7K -187 -0.6%
FCFS
158
First Command Financial Services
Texas
$3.29M +$1.01M +9,086 +44%
TPCW
159
TD Private Client Wealth
New York
$3.27M -$38.6K -349 -1%
SEIA
160
Signature Estate & Investment Advisors
California
$3.24M +$179K +1,615 +6%
OPW
161
Oxler Private Wealth
New York
$3.2M +$177K +1,595 +6%
PRWA
162
Platte River Wealth Advisors
Colorado
$3.17M -$231K -2,060 -7%
JWA
163
JFS Wealth Advisors
Pennsylvania
$3.11M +$506K +4,576 +19%
FP
164
Factorial Partners
New York
$3.1M +$99.6K +900 +3%
FCI
165
Financial Counselors Inc
Kansas
$3.06M +$33.5K +303 +1%
AAP
166
Arax Advisory Partners
Colorado
$3M -$284K -2,569 -9%
GSWM
167
Greenup Street Wealth Management
Michigan
$3M +$3M +27,098 New
SFO
168
Stokes Family Office
Louisiana
$2.99M +$57.2K +517 +2%
UB
169
UMB Bank
Missouri
$2.97M +$990K +8,942 +50%
MWM
170
Modera Wealth Management
New Jersey
$2.97M +$2.59M +23,359 +675%
CCC
171
Crescent Capital Consulting
Louisiana
$2.96M -$927K -8,386 -24%
GG
172
Gofen & Glossberg
Illinois
$2.96M -$4.43K -40 -0.1%
LNC
173
Lincoln National Corp
Pennsylvania
$2.9M +$40.9K +370 +1%
AWM
174
Avior Wealth Management
Nebraska
$2.89M -$198K -1,791 -6%
NCM
175
Neumann Capital Management
California
$2.83M +$49.8K +450 +2%