IJJ icon

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 %
AWM
176
Avior Wealth Management
Nebraska
$2.09M -$31.1K -329 -1%
SG
177
StoneX Group
New York
$2.08M +$1.89K +20 +0.1%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$2.07M +$595K +6,296 +40%
PP
179
Prosperity Planning
Missouri
$2.07M
AIP
180
Almanack Investment Partners
Pennsylvania
$2.06M
Goldman Sachs
181
Goldman Sachs
New York
$2.05M +$115K +1,213 +6%
SCG
182
Sonata Capital Group
Washington
$2.03M -$18.9K -200 -0.9%
VNB
183
Virginia National Bank
Virginia
$2.01M
TFF
184
The Family Firm
Maryland
$2M -$55.9K -592 -3%
CAM
185
Cozad Asset Management
Illinois
$1.99M +$388K +4,110 +24%
WWM
186
Windsor Wealth Management
Indiana
$1.84M -$1.73M -18,332 -48%
TIA
187
Tiemann Investment Advisors
California
$1.84M +$41.1K +435 +2%
PFP
188
Pinnacle Financial Partners
Tennessee
$1.83M -$52.4K -555 -3%
SCM
189
Stordahl Capital Management
Colorado
$1.79M -$944 -10 -0.1%
HCA
190
Heck Capital Advisors
Wisconsin
$1.78M -$1.96M -20,782 -52%
William Blair & Company
191
William Blair & Company
Illinois
$1.76M +$349K +3,694 +25%
LFAS
192
Level Four Advisory Services
Texas
$1.75M +$875K +9,272 +100%
MA
193
Mutual Advisors
Nebraska
$1.74M +$1.74M +18,467 New
GT
194
Glenmede Trust
Pennsylvania
$1.73M -$65.8K -697 -4%
DBIA
195
Dumont & Blake Investment Advisors
New Jersey
$1.71M -$5.1K -54 -0.3%
OWM
196
Opes Wealth Management
California
$1.71M -$67.5K -715 -4%
PB
197
Pinnacle Bancorp
Nebraska
$1.71M -$6.7K -71 -0.4%
EL
198
Essex LLC
Illinois
$1.69M -$16K -169 -0.9%
SWP
199
Stratos Wealth Partners
Ohio
$1.66M +$150K +1,589 +10%
FCBT
200
First Citizens Bank & Trust
North Carolina
$1.64M -$98K -1,038 -6%