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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 %
CG
301
Colony Group
Massachusetts
$791K +$57.9K +564 +8%
SS
302
Sunbelt Securities
Texas
$782K +$568K +5,627 +266%
AWM
303
Apollon Wealth Management
South Carolina
$781K -$9.97K -97 -1%
TIM
304
Thompson Investment Management
Wisconsin
$778K -$206 -2 -0%
IA
305
IFP Advisors
Florida
$764K -$209K -1,648 -21%
WAM
306
Weinberger Asset Management
California
$761K +$2.16K +21 +0.3%
VFIC
307
Valley Forge Investment Consultants
Pennsylvania
$756K +$2.67K +26 +0.4%
LWA
308
LWS Wealth Advisors
New Jersey
$729K -$94.1K -916 -11%
VVP
309
Venture Visionary Partners
Ohio
$719K +$617 +6 +0.1%
DTC
310
Davidson Trust Company
Washington
$711K +$31.9K +310 +5%
HBW
311
Hazlett, Burt & Watson
West Virginia
$684K +$1.54K +15 +0.2%
GAM
312
Griffin Asset Management
New York
$684K +$86.5K +842 +14%
MIC
313
Meridian Investment Counsel
California
$683K
MF
314
Meridian Financial
Massachusetts
$678K +$514 +5 +0.1%
SF
315
Synovus Financial
Georgia
$665K -$5.55K -54 -0.8%
HCA
316
Harbour Capital Advisors
Virginia
$663K +$4.11K +40 +0.6%
EWA
317
ERTS Wealth Advisors
Michigan
$657K -$18.5K -180 -3%
GTAM
318
Global Trust Asset Management
Florida
$656K -$16.4K -160 -2%
TNB
319
Thomasville National Bank
Georgia
$655K -$78.1K -760 -11%
KBFS
320
Kohmann Bosshard Financial Services
Ohio
$653K
Franklin Resources
321
Franklin Resources
California
$652K -$411 -4 -0.1%
BPA
322
Beacon Pointe Advisors
California
$650K +$100K +973 +18%
PWP
323
Perfromance Wealth Partners
Illinois
$648K -$16.4K -160 -2%
RA
324
Rodgers & Associates
Pennsylvania
$647K -$11.3K -110 -2%
CB
325
Cadence Bank
Mississippi
$645K