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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 %
FCI
151
Financial Counselors Inc
Kansas
$3.09M +$190K +1,887 +7%
FP
152
Factorial Partners
New York
$3.05M -$40.3K -400 -1%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$3.04M -$18.4K -183 -0.6%
NF
154
Nikulski Financial
Iowa
$3.02M +$449K +4,452 +17%
TRIA
155
Trail Ridge Investment Advisors
Colorado
$2.95M +$59.9K +594 +2%
GJIA
156
Glass Jacobson Investment Advisors
Maryland
$2.95M +$2.95M +29,273 New
CAG
157
Csenge Advisory Group
Florida
$2.9M -$65.1K -646 -2%
Corient Private Wealth
158
Corient Private Wealth
Florida
$2.88M +$2.88M +28,585 New
First Trust Advisors
159
First Trust Advisors
Illinois
$2.84M +$10.6K +105 +0.4%
SIA
160
Soltis Investment Advisors
Utah
$2.84M -$1.19M -11,842 -30%
DWA
161
Dorsey Wright & Associates
California
$2.81M +$2.81M +27,851 New
HC
162
Hamilton Capital
Ohio
$2.78M -$127M -1,263,921 -98%
PRWA
163
Platte River Wealth Advisors
Colorado
$2.72M
GG
164
Gofen & Glossberg
Illinois
$2.7M
DL
165
DOHJ LLC
Washington
$2.69M +$2.69M +26,687 New
MWM
166
Modera Wealth Management
New Jersey
$2.65M -$2.82K -28 -0.1%
NSB
167
Norway Savings Bank
Maine
$2.62M -$57.9K -574 -2%
NCM
168
Neumann Capital Management
California
$2.62M +$3.93K +39 +0.2%
UB
169
UMB Bank
Missouri
$2.58M -$17.6K -175 -0.7%
BFA
170
Bragg Financial Advisors
North Carolina
$2.58M +$12.9K +128 +0.5%
SSW
171
Smith Shellnut Wilson
Mississippi
$2.54M +$2.54M +25,171 New
CAM
172
Cozad Asset Management
Illinois
$2.52M +$190K +1,888 +8%
SFO
173
Stokes Family Office
Louisiana
$2.48M -$167K -1,659 -6%
HW
174
Hancock Whitney
Mississippi
$2.47M +$1.75M +17,344 +244%
PP
175
Prosperity Planning
Missouri
$2.46M