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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 %
WAP
376
Wealthcare Advisory Partners
Pennsylvania
$461K +$3.6K +35 +0.8%
FCAM
377
First Citizens Asset Management
North Carolina
$460K +$460K +4,477 New
MCA
378
MSH Capital Advisors
Arizona
$453K
GVAG
379
Great Valley Advisor Group
Delaware
$449K +$719 +7 +0.2%
SDWMA
380
Schneider Downs Wealth Management Advisors
Pennsylvania
$448K
IA
381
IFG Advisory
Georgia
$448K -$3.91K -38 -0.9%
BHBT
382
Burke & Herbert Bank & Trust
Virginia
$442K +$103 +1 +0%
FA
383
Fiduciary Alliance
South Carolina
$439K +$822 +8 +0.2%
MMHP
384
Murphy Middleton Hinkle & Parker
Georgia
$438K -$1.75K -17 -0.4%
SYBT
385
Stock Yards Bank & Trust
Kentucky
$437K -$32.2K -313 -7%
SIC
386
Sigma Investment Counselors
Michigan
$436K -$11.8K -115 -3%
OPS
387
Orion Portfolio Solutions
Nebraska
$435K -$13.7K -133 -3%
BCI
388
Brinker Capital Investments
Pennsylvania
$435K +$435K +4,233 New
RDFA
389
Ritter Daniher Financial Advisory
Ohio
$434K -$66.7K -649 -13%
SWM
390
SeaCrest Wealth Management
New York
$429K +$1.13K +11 +0.3%
PA
391
PFG Advisors
Arizona
$428K +$54.8K +533 +15%
AFA
392
Alpha Financial Advisors
North Carolina
$425K
TC
393
TownSquare Capital
Utah
$415K +$144K +1,397 +53%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$413K -$191K -1,856 -32%
IA
395
IFG Advisors
Missouri
$412K
BMWM
396
Brown Miller Wealth Management
Virginia
$411K +$68.8K +669 +20%
IAA
397
Ironsides Asset Advisors
North Carolina
$411K
MAM
398
Mystic Asset Management
Rhode Island
$411K
WFM
399
Wolff Financial Management
Michigan
$411K
CCB
400
Country Club Bank
Missouri
$410K