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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 %
CFG
326
Citizens Financial Group
Rhode Island
$642K +$2.26K +22 +0.4%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$636K +$822 +8 +0.1%
WAM
328
WNY Asset Management
New York
$627K +$1.23K +12 +0.2%
EGWAG
329
Elwood & Goetz Wealth Advisory Group
Georgia
$615K -$7.5K -73 -1%
CWM
330
Connecticut Wealth Management
Connecticut
$612K -$64.7K -630 -10%
Vanguard Group
331
Vanguard Group
Pennsylvania
$607K +$607K +5,907 New
MBT
332
Montecito Bank & Trust
California
$606K
DBT
333
Dubuque Bank & Trust
Iowa
$601K -$12.2K -119 -2%
IBOK
334
Independence Bank of Kentucky
Kentucky
$599K
CWM
335
Cornerstone Wealth Management
Missouri
$599K +$599K +5,826 New
BCM
336
Beaumont Capital Management
Massachusetts
$588K +$588K +5,719 New
BFA
337
Beaumont Financial Advisors
Massachusetts
$585K +$104K +1,016 +22%
SI
338
Saxon Interests
Texas
$577K -$3.6K -35 -0.6%
HIA
339
Harbor Investment Advisory
Maryland
$576K +$32.4K +315 +6%
SFA
340
Sequoia Financial Advisors
Ohio
$574K
TWP
341
Total Wealth Planning
Ohio
$573K -$4.21K -41 -0.7%
CFD
342
Creative Financial Designs
Indiana
$570K +$16.4K +160 +3%
MA
343
MONECO Advisors
Connecticut
$569K +$1.13K +11 +0.2%
KF
344
Krilogy Financial
Missouri
$569K +$569K +5,539 New
PCMC
345
Private Capital Management (Colorado)
Colorado
$561K -$43.2K -420 -7%
MHS
346
M Holdings Securities
Oregon
$559K +$235K +2,283 +72%
BFAG
347
Blackston Financial Advisory Group
Florida
$557K +$38.6K +375 +7%
MCM
348
MV Capital Management
Maryland
$556K +$450K +4,383 +425%
GIA
349
Gladstone Institutional Advisory
Florida
$553K +$119K +1,160 +27%
NA
350
NewEdge Advisors
Louisiana
$548K -$128K -1,287 -19%