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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 %
WFAG
426
Wescott Financial Advisory Group
Pennsylvania
$365K -$12.6K -123 -3%
IP
427
Ignite Planners
California
$362K +$362K +3,580 New
HR
428
Hardy Reed
Mississippi
$355K
KL
429
KWMG LLC
Kansas
$350K -$2.78K -27 -0.8%
Empower Advisory Group
430
Empower Advisory Group
Colorado
$349K +$349K +3,409 New
RBC
431
Romano Brothers & Co
Illinois
$349K
GA
432
Goldstein Advisors
Wisconsin
$349K +$104K +1,008 +42%
ES
433
Eagle Strategies
New York
$345K +$8.22K +80 +2%
EWA
434
Encompass Wealth Advisors
Oregon
$344K
SM
435
Sensible Money
Arizona
$342K
LSIA
436
LaSalle St. Investment Advisors
Illinois
$339K -$96.7K -943 -22%
SB
437
Strategic Blueprint
Georgia
$339K
BJL
438
Brighton Jones LLC
Washington
$339K +$3.29K +32 +1%
WTB
439
Washington Trust Bank
Washington
$336K -$54.4K -529 -14%
MBTD
440
Mechanics Bank - Trust Department
California
$336K
MWM
441
Mattern Wealth Management
Kansas
$333K -$84.7K -824 -20%
DC
442
Davenport & Co
Virginia
$332K +$6.37K +62 +2%
PWW
443
Pettyjohn Wood & White
Virginia
$332K -$12.3K -120 -4%
ADIM
444
Alpha DNA Investment Management
Maryland
$332K +$332K +3,230 New
EWM
445
Endurance Wealth Management
Rhode Island
$331K -$57K -554 -15%
SFG
446
Sage Financial Group
Pennsylvania
$330K +$26.4K +257 +9%
FCFC
447
First Commonwealth Financial Corp
Pennsylvania
$329K
HWA
448
Heartwood Wealth Advisors
Virginia
$328K
RCG
449
Resource Consulting Group
Florida
$326K
IWM
450
IHT Wealth Management
Illinois
$324K