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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 %
NSB
151
Norway Savings Bank
Maine
$2.39M -$182K -2,018 -7%
SPC
152
Sigma Planning Corp
Michigan
$2.39M -$102K -1,132 -4%
SFO
153
Stokes Family Office
Louisiana
$2.37M -$29.7K -330 -1%
MWM
154
Modera Wealth Management
New Jersey
$2.37M
NCM
155
Neumann Capital Management
California
$2.34M +$9K +100 +0.4%
UB
156
UMB Bank
Missouri
$2.32M -$69.8K -776 -3%
SSW
157
Smith Shellnut Wilson
Mississippi
$2.32M -$2.51M -26,529 Closed
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$2.31M +$2.31M +25,688 New
NF
159
Nikulski Financial
Iowa
$2.3M +$3.69K +41 +0.2%
BFA
160
Bragg Financial Advisors
North Carolina
$2.29M +$58.7K +652 +3%
WTC
161
WhitTier Trust Company
Nevada
$2.24M
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$2.23M +$253K +2,811 +13%
GW
163
GW & Wade
Massachusetts
$2.21M +$38.2K +424 +2%
PFA
164
Pure Financial Advisors
California
$2.2M -$320K -3,550 -13%
CAM
165
Cozad Asset Management
Illinois
$2.08M +$183K +2,029 +10%
AWM
166
Avior Wealth Management
Nebraska
$2.06M +$70.5K +784 +4%
BSW
167
Buckingham Strategic Wealth
Missouri
$2.05M +$6.93K +77 +0.3%
CB
168
Commerce Bank
Missouri
$2.02M -$17.3K -192 -0.8%
BCM
169
Brookstone Capital Management
Illinois
$1.97M -$2.89M -31,491 -59%
KWM
170
Kingsview Wealth Management
Oregon
$1.97M -$30.9K -343 -2%
TFF
171
The Family Firm
Maryland
$1.91M
SCG
172
Sonata Capital Group
Washington
$1.87M -$63K -700 -3%
LNC
173
Lincoln National Corp
Pennsylvania
$1.85M -$262K -2,905 -12%
TIA
174
Tiemann Investment Advisors
California
$1.83M +$76.8K +853 +4%
PFA
175
Pinnacle Family Advisors
Missouri
$1.78M -$3.6M -40,025 -67%