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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.

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 Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$469M 4,967,523 -409,450 -8%
Morgan Stanley
2
Morgan Stanley
New York
$437M 4,623,517 +27,627 +0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$374M 3,957,577 +126,251 +3%
Bank of America
4
Bank of America
North Carolina
$231M 2,450,840 +10,282 +0.4%
UBS Group
5
UBS Group
Switzerland
$222M 2,352,764 -14,113 -0.6%
Ameriprise
6
Ameriprise
Minnesota
$163M 1,763,183 +104,705 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$144M 1,525,170 +136,396 +10%
HC
8
Hamilton Capital
Ohio
$119M 1,264,848 +36,843 +3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$96.6M 1,022,768 +101,187 +11%
LPL Financial
10
LPL Financial
California
$84.4M 894,091 -2,332 -0.3%
RJA
11
Raymond James & Associates
Florida
$83.7M 886,665 +15,094 +2%
Financial Engines Advisors
12
Financial Engines Advisors
California
$82.4M 872,922 -14,190 -2%
BFG
13
Barber Financial Group
Kansas
$73.9M 783,115 +72,188 +10%
DADC
14
D.A. Davidson & Co
Montana
$71.9M 762,032 +13,627 +2%
WSFS
15
Wilmington Savings Fund Society
Delaware
$67.5M 714,792 -153,825 -18%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$66.7M 706,756 +23,610 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$61.5M 651,886 +221,001 +51%
Northern Trust
18
Northern Trust
Illinois
$55.1M 583,595 +25,820 +5%
EK
19
Evensky & Katz
Florida
$52.2M 552,941 +5,581 +1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$48.8M 516,755 +125,775 +32%
Cerity Partners
21
Cerity Partners
New York
$43.9M 464,497 +459,862 +9,922%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$43.1M 456,477 +62,208 +16%
Truist Financial
23
Truist Financial
North Carolina
$37.3M 395,098 -23,133 -6%
WJA
24
Willis Johnson & Associates
Texas
$36.5M 386,221 +11,560 +3%
BF
25
BOK Financial
Oklahoma
$36.2M 382,920 +5,518 +1%