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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

679 hedge funds and large institutions have $5.72B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.75%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
79
Increased
222
Reduced
213
Closed
48
Calls
$746K
Puts
$208K
Net Calls
+$538K
Net Calls Change
+$538K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$182M
2
BFG
Barber Financial Group
Kansas
$77.9M
3
OCM
One Capital Management
California
$48.3M
4
AF
Allworth Financial
California
$46.8M
5
AAP
Arax Advisory Partners
Colorado
$37.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$166K
2
LPL Financial
LPL Financial
California
$98.3M
3
PFG
Piershale Financial Group
Illinois
$0
4
Natixis Advisors
Natixis Advisors
Massachusetts
$75.7M
5
Financial Engines Advisors
Financial Engines Advisors
California
$97.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
201
Bank of Stockton
California
$2.05M +$79.7K +727 +4%
PB
202
Pinnacle Bancorp
Nebraska
$2.02M +$8.22K +74 +0.4%
FCBT
203
First Citizens Bank & Trust
North Carolina
$2.01M -$7.03M -64,094 -78%
DBIA
204
Dumont & Blake Investment Advisors
New Jersey
$1.99M +$8.44K +77 +0.4%
RB
205
Renasant Bank
Mississippi
$1.98M -$23.8K -217 -1%
EL
206
Essex LLC
Illinois
$1.98M -$92K -839 -4%
CF
207
Centaurus Financial
California
$1.9M +$1.51M +13,775 +391%
PFG
208
Pacific Financial Group
Washington
$1.89M +$160K +1,458 +9%
CAM
209
Cozad Asset Management
Illinois
$1.86M -$96.5K -880 -5%
GPA
210
Guidance Point Advisors
Massachusetts
$1.86M +$15.6K +142 +0.8%
HWM
211
HB Wealth Management
Georgia
$1.82M +$1.82M +16,572 New
FPIS
212
Financial Planning & Information Services
Wisconsin
$1.78M -$34K -310 -2%
PFS
213
Prospera Financial Services
Texas
$1.76M +$35.2K +321 +2%
FF
214
Friedenthal Financial
New Jersey
$1.76M +$39.5K +360 +2%
SWP
215
Stratos Wealth Partners
Ohio
$1.75M -$31.7K -289 -2%
SWA
216
SOA Wealth Advisors
New York
$1.73M -$6.47K -59 -0.4%
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$1.72M -$10.4M -95,252 -86%
William Blair & Company
218
William Blair & Company
Illinois
$1.64M +$95.1K +867 +6%
RSWM
219
Robertson Stephens Wealth Management
California
$1.64M -$42.5K -388 -3%
SWM
220
Shakespeare Wealth Management
Wisconsin
$1.62M -$19.1K -174 -1%
SA
221
Sunesis Advisors
Kansas
$1.59M +$1.59M +14,510 New
ATPW
222
Ashton Thomas Private Wealth
Arizona
$1.59M +$709K +6,466 +81%
Citadel Advisors
223
Citadel Advisors
Florida
$1.54M +$658K +6,001 +75%
CA
224
Cornerstone Advisory
Maryland
$1.54M – – –
CAL
225
Capital Analysts LLC
Pennsylvania
$1.51M -$755K -6,885 -33%
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