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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 %
KM
176
Kalos Management
Georgia
$2.8M +$108K +952 +4%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$2.78M +$68.1K +615 +3%
WTC
178
WhitTier Trust Company
Nevada
$2.74M
MGIA
179
Moneta Group Investment Advisors
Missouri
$2.72M +$460K +4,157 +20%
SWM
180
Spire Wealth Management
Virginia
$2.69M +$2.68M +24,218 +21,818%
GW
181
GW & Wade
Massachusetts
$2.69M -$1.14M -10,256 -30%
BSW
182
Buckingham Strategic Wealth
Missouri
$2.67M -$15.5K -140 -0.6%
BFA
183
Bragg Financial Advisors
North Carolina
$2.67M
NF
184
Nikulski Financial
Iowa
$2.66M +$89.6K +810 +3%
PFA
185
Pure Financial Advisors
California
$2.54M -$50K -452 -2%
TRIA
186
Trail Ridge Investment Advisors
Colorado
$2.54M +$2.54M +22,920 New
PFP
187
Pinnacle Financial Partners
Tennessee
$2.49M
CB
188
Commerce Bank
Missouri
$2.48M
SCG
189
Sonata Capital Group
Washington
$2.43M -$2.77K -25 -0.1%
TFF
190
The Family Firm
Maryland
$2.42M -$206K -1,865 -8%
AIP
191
Almanack Investment Partners
Pennsylvania
$2.42M
PP
192
Prosperity Planning
Missouri
$2.29M -$41.2K -372 -2%
CAL
193
Capital Analysts LLC
Pennsylvania
$2.28M +$696K +6,289 +44%
KWM
194
Kingsview Wealth Management
Oregon
$2.28M +$524K +4,736 +30%
RA
195
RiverTree Advisors
Florida
$2.18M +$145K +1,308 +7%
FCB
196
First Command Bank
Texas
$2.13M
SCM
197
Stordahl Capital Management
Colorado
$2.12M +$664 +6 +0%
EL
198
Essex LLC
Illinois
$2.09M -$12.7K -115 -0.6%
OWM
199
Opes Wealth Management
California
$2.09M +$27.7K +250 +1%
SG
200
StoneX Group
New York
$2.07M +$1.11M +10,025 +116%