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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 %
SWP
201
Stratos Wealth Partners
Ohio
$1.79M -$67.1K -666 -4%
DBIA
202
Dumont & Blake Investment Advisors
New Jersey
$1.79M -$16K -159 -0.9%
OWM
203
Opes Wealth Management
California
$1.79M -$25.2K -250 -1%
EL
204
Essex LLC
Illinois
$1.79M -$11.5K -114 -0.6%
GT
205
Glenmede Trust
Pennsylvania
$1.77M +$134K +1,331 +8%
AIP
206
Almanack Investment Partners
Pennsylvania
$1.73M -$1.73M -17,145 -50%
HWM
207
HB Wealth Management
Georgia
$1.73M
SWA
208
SOA Wealth Advisors
New York
$1.72M +$74.9K +743 +5%
SOS
209
Silver Oak Securities
Tennessee
$1.7M +$1.7M +16,894 New
LFAS
210
Level Four Advisory Services
Texas
$1.7M -$175K -1,736 -9%
WT
211
Whittier Trust
California
$1.68M +$136K +1,351 +9%
AF
212
Advisornet Financial
Minnesota
$1.67M +$155K +1,539 +10%
FPIS
213
Financial Planning & Information Services
Wisconsin
$1.63M +$49.7K +493 +3%
FPGK
214
Financial Partners Group (Kansas)
Kansas
$1.63M -$366K -3,247 -18%
ATPW
215
Ashton Thomas Private Wealth
Arizona
$1.61M -$43.3K -430 -3%
RB
216
Renasant Bank
Mississippi
$1.59M -$9.58K -95 -0.6%
ASN
217
Advisory Services Network
Georgia
$1.59M +$160K +1,586 +11%
HF
218
HRT Financial
New York
$1.58M -$4.04M -40,075 -72%
BAM
219
Belpointe Asset Management
Nevada
$1.57M +$138K +1,373 +10%
FF
220
Friedenthal Financial
New Jersey
$1.56M +$5.04K +50 +0.3%
BFO
221
Boston Family Office
Massachusetts
$1.56M
CPIG
222
Chicago Partners Investment Group
Illinois
$1.55M +$2.63K +23 +0.2%
PFG
223
Pacific Financial Group
Washington
$1.51M +$81.3K +807 +6%
FAIM
224
Financial Advocates Investment Management
Washington
$1.47M -$11.8K -117 -0.8%
SA
225
Sunesis Advisors
Kansas
$1.45M