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iShares S&P Mid-Cap 400 Value ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$590M 5,376,973 +81,032 +2%
Morgan Stanley
2
Morgan Stanley
New York
$504M 4,595,890 +286,265 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$420M 3,831,326 +96,862 +3%
Bank of America
4
Bank of America
North Carolina
$268M 2,440,558 +181,334 +8%
UBS Group
5
UBS Group
Switzerland
$260M 2,366,877 +32,503 +1%
Ameriprise
6
Ameriprise
Minnesota
$182M 1,658,478 +695,422 +72%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$152M 1,388,774 -84,027 -6%
HC
8
Hamilton Capital
Ohio
$135M 1,228,005 +115,117 +10%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$101M 921,581 +118,463 +15%
LPL Financial
10
LPL Financial
California
$98.3M 896,423 -334,767 -27%
Financial Engines Advisors
11
Financial Engines Advisors
California
$97.3M 887,112 -153,915 -15%
RJA
12
Raymond James & Associates
Florida
$95.6M 871,571 +13,548 +2%
WSFS
13
Wilmington Savings Fund Society
Delaware
$95.2M 868,617 +2,694 +0.3%
PSUF
14
People's United Financial
Connecticut
$88.2M 804,383 +29,224 +4%
DADC
15
D.A. Davidson & Co
Montana
$82.1M 748,405 +25,889 +4%
BFG
16
Barber Financial Group
Kansas
$77.9M 710,927 +508,168 +251%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$75.7M 690,834 -199,386 -22%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$74.9M 683,146 -15,534 -2%
Northern Trust
19
Northern Trust
Illinois
$61.2M 557,775 +24,674 +5%
EK
20
Evensky & Katz
Florida
$60M 547,360 +376 +0.1%
PP
21
Palladium Partners
Virginia
$49.5M 451,072 +8,120 +2%
OCM
22
One Capital Management
California
$48.3M 440,863 +407,447 +1,219%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$47.2M 430,885 +142,623 +49%
AF
24
Allworth Financial
California
$46.8M 426,886 +358,064 +520%
AI
25
Accredited Investors
Minnesota
$46.4M 423,494 +30,474 +8%