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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 %
GPA
201
Guidance Point Advisors
Massachusetts
$1.62M +$17.6K +186 +1%
HWM
202
HB Wealth Management
Georgia
$1.62M +$53.4K +566 +3%
SWA
203
SOA Wealth Advisors
New York
$1.55M +$62.3K +660 +4%
AI
204
Accredited Investors
Minnesota
$1.54M -$38.4M -407,209 -96%
SFS
205
Security Financial Services
Indiana
$1.53M +$1.53M +16,237 New
RB
206
Renasant Bank
Mississippi
$1.51M -$204K -2,160 -12%
PFG
207
Pacific Financial Group
Washington
$1.5M -$124K -1,313 -8%
LI
208
LVZ Inc
Michigan
$1.49M +$1.49M +15,781 New
FPIS
209
Financial Planning & Information Services
Wisconsin
$1.47M -$59.7K -632 -4%
BFO
210
Boston Family Office
Massachusetts
$1.46M +$1.04M +11,000 +247%
FF
211
Friedenthal Financial
New Jersey
$1.45M -$67.7K -717 -4%
ATPW
212
Ashton Thomas Private Wealth
Arizona
$1.43M +$63.2K +669 +5%
CAL
213
Capital Analysts LLC
Pennsylvania
$1.41M +$110K +1,167 +9%
SWM
214
Shakespeare Wealth Management
Wisconsin
$1.39M -$22.2K -233 -2%
FHA
215
First Horizon Advisors
Tennessee
$1.38M +$692K +7,340 +100%
ANTB
216
AMG National Trust Bank
Colorado
$1.38M +$99.6K +1,005 +8%
FAIM
217
Financial Advocates Investment Management
Washington
$1.38M +$110K +1,166 +9%
ASN
218
Advisory Services Network
Georgia
$1.37M +$200K +2,113 +17%
SA
219
Sunesis Advisors
Kansas
$1.36M -$7.55K -80 -0.6%
CPIG
220
Chicago Partners Investment Group
Illinois
$1.35M +$1.55K +15 +0.1%
AF
221
Advisornet Financial
Minnesota
$1.35M +$57K +604 +4%
FNBOSM
222
First National Bank of South Miami
Florida
$1.34M +$121K +1,279 +10%
WI
223
Wintrust Investments
Illinois
$1.33M +$620K +6,566 +87%
CA
224
Cornerstone Advisory
Maryland
$1.32M
CA
225
CoreCap Advisors
Michigan
$1.27M +$53.4K +566 +4%