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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 %
ATC
451
Argent Trust Co
Tennessee
$322K
BMCM
452
Burns Matteson Capital Management
New York
$321K +$5.86K +57 +2%
HCM
453
HMS Capital Management
Tennessee
$320K -$911K -8,861 -74%
LWCFA
454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$317K -$70.9K -690 -18%
CS
455
Capital Square
Tennessee
$316K
WP
456
WealthSource Partners
California
$315K +$20.6K +200 +7%
TW
457
Transform Wealth
Colorado
$313K -$3.08K -30 -1%
MSFS
458
Main Street Financial Solutions
Pennsylvania
$311K
AI
459
Accredited Investors
Minnesota
$309K -$32.4K -315 -9%
WB
460
WesBanco Bank
West Virginia
$303K -$9.85K -96 -3%
MFA
461
Mayflower Financial Advisors
Massachusetts
$300K
PPW
462
Presilium Private Wealth
Pennsylvania
$300K
FT
463
Fiduciary Trust
Massachusetts
$297K -$5.14K -50 -2%
V
464
Veritable
Delaware
$294K
ECM
465
Evergreen Capital Management
Washington
$291K +$291K +2,836 New
SFWA
466
Summit Financial Wealth Advisors
Louisiana
$291K
CFS
467
CRA Financial Services
New Jersey
$291K +$5.34K +52 +2%
AWA
468
Arkadios Wealth Advisors
Georgia
$288K -$50.9K -495 -15%
HAS
469
Holland Advisory Services
Florida
$288K -$124K -1,208 -30%
BIM
470
Bridges Investment Management
Nebraska
$287K -$10.1K -98 -3%
PFBT
471
Parkside Financial Bank & Trust
Missouri
$285K +$170K +1,650 +146%
YIH
472
Y-Intercept (HK)
Hong Kong
$285K +$285K +2,777 New
TWP
473
Transparent Wealth Partners
Arkansas
$284K -$15.7K -153 -5%
VIA
474
Vickerman Investment Advisors
Washington
$283K -$18.3K -178 -6%
IWC
475
Integrated Wealth Concepts
Massachusetts
$282K +$18.6K +181 +7%