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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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.

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

Top Buyers

1
AAP
1
Arax Advisory Partners
Colorado
$22.9M
2
Ameriprise
2
Ameriprise
Minnesota
$173M
3
Lido Advisors
3
Lido Advisors
California
$23.6M
4
UBS Group
4
UBS Group
Switzerland
$221M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$67M

Top Sellers

1
BFG
1
Barber Financial Group
Kansas
$1.37M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.33M
3
M&T Bank
3
M&T Bank
New York
$35.8M
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$0
5
OCM
5
One Capital Management
California
$4.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$434M 4,819,196 -148,327 -3%
Morgan Stanley
2
Morgan Stanley
New York
$408M 4,538,487 -85,030 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$358M 3,974,509 +16,932 +0.4%
UBS Group
4
UBS Group
Switzerland
$221M 2,460,543 +107,779 +5%
Bank of America
5
Bank of America
North Carolina
$217M 2,411,391 -39,449 -2%
Ameriprise
6
Ameriprise
Minnesota
$173M 1,921,374 +158,191 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$144M 1,601,751 +76,581 +5%
HC
8
Hamilton Capital
Ohio
$116M 1,291,456 +26,608 +2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$96.2M 1,068,576 +45,808 +4%
LPL Financial
10
LPL Financial
California
$83.3M 925,881 +31,790 +4%
RJA
11
Raymond James & Associates
Florida
$81.5M 905,811 +19,146 +2%
Financial Engines Advisors
12
Financial Engines Advisors
California
$77.6M 862,454 -10,468 -1%
DADC
13
D.A. Davidson & Co
Montana
$70.5M 783,399 +21,367 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$67M 744,751 +92,865 +14%
WSFS
15
Wilmington Savings Fund Society
Delaware
$64.5M 717,048 +2,256 +0.3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$60.7M 674,511 -32,245 -5%
Northern Trust
17
Northern Trust
Illinois
$54.4M 604,038 +20,443 +4%
EK
18
Evensky & Katz
Florida
$51.1M 567,404 +14,463 +3%
Cerity Partners
19
Cerity Partners
New York
$41.4M 459,608 -4,889 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$37.1M 412,533 -43,944 -10%
M&T Bank
21
M&T Bank
New York
$35.8M 398,305 -263,875 -40%
Truist Financial
22
Truist Financial
North Carolina
$35.8M 397,414 +2,316 +0.6%
WJA
23
Willis Johnson & Associates
Texas
$35.5M 394,521 +8,300 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$34.7M 385,177 +38,170 +11%
BF
25
BOK Financial
Oklahoma
$33.6M 372,839 -10,081 -3%
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