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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 %
TPCW
176
TD Private Client Wealth
New York
$2.42M -$387K -3,843 -14%
WTC
177
WhitTier Trust Company
Nevada
$2.4M -$101K -1,000 -4%
PFA
178
Pure Financial Advisors
California
$2.4M -$68.5K -680 -3%
CB
179
Commerce Bank
Missouri
$2.32M +$64.5K +640 +3%
AWM
180
Avior Wealth Management
Nebraska
$2.29M -$26K -258 -1%
QPWM
181
Quadrant Private Wealth Management
Pennsylvania
$2.25M +$2.25M +22,290 New
PFP
182
Pinnacle Financial Partners
Tennessee
$2.2M +$540K +5,357 +32%
AT
183
American Trust
Kentucky
$2.18M +$452K +4,483 +26%
BSW
184
Buckingham Strategic Wealth
Missouri
$2.17M -$123K -1,218 -5%
KWM
185
Kingsview Wealth Management
Oregon
$2.16M -$46.7K -463 -2%
LI
186
LVZ Inc
Michigan
$2.14M +$329K +3,262 +18%
LNC
187
Lincoln National Corp
Pennsylvania
$2.13M +$60.9K +604 +3%
TFF
188
The Family Firm
Maryland
$2.11M -$30.6K -304 -1%
TIA
189
Tiemann Investment Advisors
California
$2.03M -$22.4K -222 -1%
BlackRock
190
BlackRock
New York
$2.02M +$1.23M +12,179 +154%
VW
191
Vance Wealth
California
$1.99M +$863K +8,561 +76%
WAS
192
Wealth Advisory Solutions
Indiana
$1.97M -$19.9K -197 -1%
SCG
193
Sonata Capital Group
Washington
$1.96M -$141K -1,400 -7%
GPA
194
Guidance Point Advisors
Massachusetts
$1.94M +$200K +1,983 +11%
PPC
195
Park Place Capital
Alabama
$1.93M +$1.93M +19,176 New
BFG
196
Barber Financial Group
Kansas
$1.93M +$398K +3,945 +26%
JWA
197
JFS Wealth Advisors
Pennsylvania
$1.93M -$1.16M -11,519 -38%
William Blair & Company
198
William Blair & Company
Illinois
$1.92M +$605 +6 +0%
PB
199
Pinnacle Bancorp
Nebraska
$1.82M -$1.81K -18 -0.1%
SCM
200
Stordahl Capital Management
Colorado
$1.8M -$53K -526 -3%