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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 %
TIA
201
Tiemann Investment Advisors
California
$2.04M +$106K +957 +5%
RB
202
Renasant Bank
Mississippi
$2.03M -$41.7K -377 -2%
DBIA
203
Dumont & Blake Investment Advisors
New Jersey
$2M +$26.7K +241 +1%
PB
204
Pinnacle Bancorp
Nebraska
$2M +$443 +4 +0%
GT
205
Glenmede Trust
Pennsylvania
$1.99M +$474K +4,286 +31%
BOS
206
Bank of Stockton
California
$1.99M -$63.7K -575 -3%
CAM
207
Cozad Asset Management
Illinois
$1.98M +$1.71M +15,451 +635%
GPA
208
Guidance Point Advisors
Massachusetts
$1.86M -$27.4K -248 -1%
TSW
209
Thompson Siegel & Walmsley
Virginia
$1.84M +$1.84M +16,626 +138,550%
FPIS
210
Financial Planning & Information Services
Wisconsin
$1.83M -$3.1K -28 -0.2%
SWP
211
Stratos Wealth Partners
Ohio
$1.8M -$13.1K -118 -0.7%
AT
212
American Trust
Kentucky
$1.8M +$1.8M +16,245 New
PFG
213
Pacific Financial Group
Washington
$1.77M +$58.8K +524 +3%
SWA
214
SOA Wealth Advisors
New York
$1.75M +$146K +1,318 +9%
PFS
215
Prospera Financial Services
Texas
$1.74M +$68.8K +621 +4%
FF
216
Friedenthal Financial
New Jersey
$1.74M +$281K +2,539 +19%
RSWM
217
Robertson Stephens Wealth Management
California
$1.7M +$600K +5,423 +55%
NI
218
Nuance Investments
Missouri
$1.68M +$1.68M +15,154 New
SWM
219
Shakespeare Wealth Management
Wisconsin
$1.66M -$41.1K -371 -2%
CGFA
220
Colton Groome Financial Advisors
North Carolina
$1.66M
FHA
221
First Horizon Advisors
Tennessee
$1.64M -$29.3K -265 -2%
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$1.62M +$49.9K +451 +3%
BWCS
223
Beirne Wealth Consulting Services
Connecticut
$1.62M -$298K -2,689 -16%
ASN
224
Advisory Services Network
Georgia
$1.58M +$186K +1,679 +13%
PPA
225
Parametric Portfolio Associates
Washington
$1.57M -$40.5K -366 -3%