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iShares S&P Mid-Cap 400 Value ETF

680 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 213 increasing their positions, 246 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-6
Holders Change %
-0.87%
% of All Funds
10.88%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.3%
New
54
Increased
213
Reduced
246
Closed
38
Calls
$361K
Puts
$545K
Net Calls
-$184K
Net Calls Change
-$446K
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
276
Security Financial Services
Indiana
$1M -$248K -2,413 -20%
HW
277
Hancock Whitney
Mississippi
$994K -$1.52M -14,788 -60%
Citigroup
278
Citigroup
New York
$981K +$76.5K +744 +8%
SFG
279
Sather Financial Group
Texas
$970K
FCBT
280
First Citizens Bank & Trust
North Carolina
$956K -$3.65M -35,488 -79%
HCC
281
Hirtle Callaghan & Co
Pennsylvania
$945K
CAM
282
Cresset Asset Management
Illinois
$938K +$938K +9,123 New
BWA
283
BDO Wealth Advisors
Florida
$934K +$103 +1 +0%
MGIA
284
Matthew Goff Investment Advisor
Texas
$929K
CPA
285
Cardiff Park Advisors
California
$921K
AHC
286
Anderson Hoagland & Co
Missouri
$921K
SC
287
Savant Capital
Illinois
$921K +$13.6K +132 +1%
USCWA
288
U.S. Capital Wealth Advisors
Texas
$919K +$1.13K +11 +0.1%
TF
289
TIAA FSB
Florida
$917K +$106K +1,033 +13%
PO
290
Private Ocean
California
$900K
MIA
291
MainStreet Investment Advisors
Illinois
$883K +$454K +4,418 +106%
SWPG
292
Strategic Wealth Partners Group
Illinois
$882K +$796 +8 +0.1%
BBNA
293
Bremer Bank National Association
Minnesota
$872K +$146K +1,418 +20%
APP
294
Avantax Planning Partners
Iowa
$866K +$109K +1,057 +14%
KFP
295
KMG Fiduciary Partners
Ohio
$855K +$855K +8,315 New
HFRG
296
Houlihan Financial Resource Group
Virginia
$832K +$103 +1 +0%
SHFP
297
Second Half Financial Partners
Florida
$822K -$22.5K -219 -3%
TC
298
TAGStone Capital
North Carolina
$816K +$3.6K +35 +0.4%
AC
299
AWM Capital
Arizona
$806K +$180K +1,754 +29%
HIM
300
Hanlon Investment Management
New Jersey
$797K +$393K +3,823 +97%