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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 %
WAS
176
Wealth Advisory Solutions
Indiana
$1.78M -$2.03M -22,599 -53%
William Blair & Company
177
William Blair & Company
Illinois
$1.72M +$36.5K +406 +2%
LFAS
178
Level Four Advisory Services
Texas
$1.68M +$3.69K +41 +0.2%
HCA
179
Heck Capital Advisors
Wisconsin
$1.67M -$27.1K -301 -2%
SWP
180
Stratos Wealth Partners
Ohio
$1.66M +$82.1K +912 +5%
SCM
181
Stordahl Capital Management
Colorado
$1.65M -$57.5K -639 -3%
PB
182
Pinnacle Bancorp
Nebraska
$1.63M
OWM
183
Opes Wealth Management
California
$1.62M -$5.85K -65 -0.4%
DBIA
184
Dumont & Blake Investment Advisors
New Jersey
$1.62M -$15K -167 -0.9%
LI
185
LVZ Inc
Michigan
$1.61M +$193K +2,144 +14%
EL
186
Essex LLC
Illinois
$1.61M -$6.3K -70 -0.4%
FPGK
187
Financial Partners Group (Kansas)
Kansas
$1.59M +$520K +5,777 +48%
GPA
188
Guidance Point Advisors
Massachusetts
$1.56M +$10.5K +117 +0.7%
FCB
189
First Command Bank
Texas
$1.55M -$441K -4,896 -22%
FCFS
190
First Command Financial Services
Texas
$1.55M -$441K -4,896 -22%
HWM
191
HB Wealth Management
Georgia
$1.54M
AT
192
American Trust
Kentucky
$1.54M -$773K -8,592 -33%
PFP
193
Pinnacle Financial Partners
Tennessee
$1.49M -$260K -2,885 -15%
ATPW
194
Ashton Thomas Private Wealth
Arizona
$1.48M +$117K +1,295 +9%
SWA
195
SOA Wealth Advisors
New York
$1.47M -$5.67K -63 -0.4%
GT
196
Glenmede Trust
Pennsylvania
$1.46M -$188K -2,086 -11%
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$1.45M +$406K +4,512 +39%
RB
198
Renasant Bank
Mississippi
$1.43M -$1.98K -22 -0.1%
FPIS
199
Financial Planning & Information Services
Wisconsin
$1.41M +$9.18K +102 +0.7%
BFO
200
Boston Family Office
Massachusetts
$1.39M