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iShares S&P Mid-Cap 400 Value ETF

679 hedge funds and large institutions have $5.72B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 48 closing their positions.

Holders
679
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.75%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
79
Increased
222
Reduced
213
Closed
48
Calls
$746K
Puts
$208K
Net Calls
+$538K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Shares
Change %
SEIA
151
Signature Estate & Investment Advisors
California
$3.23M +$25.1K +229 +0.8%
NSB
152
Norway Savings Bank
Maine
$3.21M -$81.5K -743 -2%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$3.18M -$947K -8,641 -23%
OPW
154
Oxler Private Wealth
New York
$3.17M +$3.07K +28 +0.1%
First Trust Advisors
155
First Trust Advisors
Illinois
$3.16M -$126K -1,145 -4%
TPCW
156
TD Private Client Wealth
New York
$3.15M -$91.8K -837 -3%
SPC
157
Sigma Planning Corp
Michigan
$3.11M -$2.81M -25,602 -47%
PRWA
158
Platte River Wealth Advisors
Colorado
$3.07M -$25.8K -235 -0.8%
MWM
159
Mattern Wealth Management
Kansas
$3.06M -$7.9M -72,064 -72%
FCI
160
Financial Counselors Inc
Kansas
$3.03M -$4.5K -41 -0.1%
AAS
161
Avantax Advisory Services
Texas
$3.02M +$1.87M +17,068 +161%
JWA
162
JFS Wealth Advisors
Pennsylvania
$2.98M -$107K -976 -3%
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$2.97M +$1.78M +16,249 +151%
SSW
164
Smith Shellnut Wilson
Mississippi
$2.96M -$446K -4,068 -13%
TRIA
165
Trail Ridge Investment Advisors
Colorado
$2.94M +$431K +3,927 +17%
UB
166
UMB Bank
Missouri
$2.94M -$3.4K -31 -0.1%
SFO
167
Stokes Family Office
Louisiana
$2.93M -$24K -219 -0.8%
GG
168
Gofen & Glossberg
Illinois
$2.93M
MWM
169
Modera Wealth Management
New Jersey
$2.89M -$52.2K -476 -2%
LNC
170
Lincoln National Corp
Pennsylvania
$2.85M -$23.1K -211 -0.8%
NCM
171
Neumann Capital Management
California
$2.8M
NF
172
Nikulski Financial
Iowa
$2.76M +$123K +1,126 +5%
BFA
173
Bragg Financial Advisors
North Carolina
$2.75M -$93.4K -852 -3%
CFA
174
Camarda Financial Advisors
Florida
$2.75M +$2.75M +25,047 New
WTC
175
WhitTier Trust Company
Nevada
$2.74M +$25.2K +230 +0.9%