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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 %
SPC
151
Sigma Planning Corp
Michigan
$2.61M -$68.2K -722 -3%
JWA
152
JFS Wealth Advisors
Pennsylvania
$2.56M +$2.74K +29 +0.1%
PRWA
153
Platte River Wealth Advisors
Colorado
$2.55M -$89.7K -950 -3%
GG
154
Gofen & Glossberg
Illinois
$2.53M
SFO
155
Stokes Family Office
Louisiana
$2.51M -$11.7K -124 -0.5%
UB
156
UMB Bank
Missouri
$2.51M -$25.5K -270 -1%
SSW
157
Smith Shellnut Wilson
Mississippi
$2.51M -$43.9K -465 -2%
MWM
158
Modera Wealth Management
New Jersey
$2.48M -$5.57K -59 -0.2%
NCM
159
Neumann Capital Management
California
$2.44M +$28.3K +300 +1%
TPCW
160
TD Private Client Wealth
New York
$2.43M -$279K -2,951 -10%
TRIA
161
Trail Ridge Investment Advisors
Colorado
$2.43M -$107K -1,131 -4%
AT
162
American Trust
Kentucky
$2.43M +$444K +4,698 +22%
NF
163
Nikulski Financial
Iowa
$2.41M +$34.9K +370 +1%
WTC
164
WhitTier Trust Company
Nevada
$2.35M -$9.44K -100 -0.4%
BFA
165
Bragg Financial Advisors
North Carolina
$2.34M -$24.5K -259 -1%
GW
166
GW & Wade
Massachusetts
$2.28M +$9.07K +96 +0.4%
SWM
167
Spire Wealth Management
Virginia
$2.28M +$36K +381 +2%
LNC
168
Lincoln National Corp
Pennsylvania
$2.21M -$242K -2,563 -10%
BSW
169
Buckingham Strategic Wealth
Missouri
$2.14M +$19.1K +202 +0.9%
CB
170
Commerce Bank
Missouri
$2.13M
AAS
171
Avantax Advisory Services
Texas
$2.13M -$482K -5,106 -18%
SC
172
Sierra Capital
Florida
$2.1M +$1.23M +13,001 +140%
KWM
173
Kingsview Wealth Management
Oregon
$2.1M +$188K +1,991 +10%
FCFS
174
First Command Financial Services
Texas
$2.09M -$740K -7,842 -26%
FCB
175
First Command Bank
Texas
$2.09M -$740K -7,842 -26%