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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 %
AllianceBernstein
351
AllianceBernstein
Tennessee
$546K -$4.21K -41 -0.8%
AAS
352
Ameritas Advisory Services
Nebraska
$545K -$18.1K -178 -3%
FLPIM
353
F.L. Putnam Investment Management
Massachusetts
$542K
MAM
354
MMA Asset Management
Pennsylvania
$541K
CA
355
Cambridge Advisors
Nebraska
$538K -$10.9K -106 -2%
MWM
356
Meridian Wealth Management
Kentucky
$530K +$5.86K +57 +1%
AL
357
Aspiriant LLC
California
$511K
WS
358
Wedbush Securities
California
$506K -$13.6K -132 -3%
SG
359
StoneX Group
New York
$503K +$292K +2,845 +139%
CA
360
Cetera Advisors
Colorado
$503K +$22.8K +222 +5%
LPAM
361
Lodestar Private Asset Management
California
$495K +$5.55K +54 +1%
BRWA
362
B. Riley Wealth Advisors
Florida
$494K -$45.5K -443 -8%
FCP
363
Fidelis Capital Partners
Florida
$494K +$79K +789 +19%
CA
364
Clearstead Advisors
Ohio
$494K +$1.64K +16 +0.3%
GL
365
Graypoint LLC
New York
$486K -$2.16K -21 -0.4%
CCA
366
Cobblestone Capital Advisors
New York
$484K -$13.4K -130 -3%
RIM
367
Rockbridge Investment Management
New York
$483K
BCM
368
Brookstone Capital Management
Illinois
$481K -$62K -607 -11%
CPC
369
Cookson Peirce & Co
Pennsylvania
$480K +$5.55K +54 +1%
RhumbLine Advisers
370
RhumbLine Advisers
Massachusetts
$478K +$478K +4,649 New
RMCM
371
Reynders McVeigh Capital Management
Massachusetts
$473K
CSIC
372
Clifford Swan Investment Counsel
California
$471K -$1.64K -16 -0.3%
EWM
373
EPG Wealth Management
Georgia
$467K +$1.44K +14 +0.3%
B
374
Bailard
California
$463K -$27.3K -266 -6%
SBWIC
375
Schaper Benz & Wise Investment Counsel
Wisconsin
$463K