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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 %
FF
201
Friedenthal Financial
New Jersey
$1.39M +$10.6K +118 +0.8%
WT
202
Whittier Trust
California
$1.38M +$663K +7,370 +93%
BFG
203
Barber Financial Group
Kansas
$1.37M -$69.1M -767,886 -98%
CPIG
204
Chicago Partners Investment Group
Illinois
$1.36M +$38.6K +384 +3%
WWM
205
Windsor Wealth Management
Indiana
$1.36M -$438K -4,754 -24%
AF
206
Advisornet Financial
Minnesota
$1.35M +$66.4K +738 +5%
SWM
207
Shakespeare Wealth Management
Wisconsin
$1.34M +$25.3K +281 +2%
FAIM
208
Financial Advocates Investment Management
Washington
$1.33M +$8.91K +99 +0.7%
SA
209
Sunesis Advisors
Kansas
$1.3M
CAL
210
Capital Analysts LLC
Pennsylvania
$1.3M -$45.5K -506 -3%
SFS
211
Security Financial Services
Indiana
$1.29M -$173K -1,919 -12%
BAM
212
Belpointe Asset Management
Nevada
$1.28M +$381K +4,237 +43%
PFG
213
Pacific Financial Group
Washington
$1.28M -$157K -1,749 -11%
ASN
214
Advisory Services Network
Georgia
$1.28M -$27.2K -302 -2%
WI
215
Wintrust Investments
Illinois
$1.27M +$450 +5 +0%
CA
216
Cornerstone Advisory
Maryland
$1.26M
AWA
217
Arkadios Wealth Advisors
Georgia
$1.25M +$168K +1,861 +16%
ANTB
218
AMG National Trust Bank
Colorado
$1.22M -$33.6K -373 -3%
FNBOSM
219
First National Bank of South Miami
Florida
$1.22M -$52.3K -581 -4%
CWM
220
C2C Wealth Management
Arizona
$1.2M +$7.67K +80 +0.6%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$1.18M +$38.5K +428 +3%
IA
222
IFP Advisors
Florida
$1.16M +$70.5K +552 +6%
FHA
223
First Horizon Advisors
Tennessee
$1.16M -$164K -1,828 -12%
BSB
224
Bangor Savings Bank
Maine
$1.15M
UCFA
225
United Capital Financial Advisors
Texas
$1.15M -$23.1K -257 -2%