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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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.

Holders
680
Holders Change
-6
Holders Change %
-0.87%
% of All Funds
10.89%
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

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$68.5M
2
GHA
2
GW Henssler & Associates
Georgia
$39.6M
3
PFO
3
Pathstone Family Office
New Jersey
$26.1M
4
EWA
4
EP Wealth Advisors
California
$19.1M
5
WAS
5
Wealth Advisory Solutions
Indiana
$16.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$205M
2
Wells Fargo
2
Wells Fargo
California
$476M
3
LPL Financial
3
LPL Financial
California
$72.4M
4
AAP
4
Arax Advisory Partners
Colorado
$1.65M
5
Ameriprise
5
Ameriprise
Minnesota
$198M
Name Market Value Shares Shares
Change 		Shares
Change %
BF
26
BOK Financial
Oklahoma
$36.3M 353,010 -11,689 -3%
MCM
27
MAI Capital Management
Ohio
$36.2M 352,716 -4,252 -1%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$35.8M 348,376 -17,233 -5%
Creative Planning
29
Creative Planning
Kansas
$29.9M 290,707 +39,000 +15%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$29.8M 289,945 -621 -0.2%
Lido Advisors
31
Lido Advisors
California
$27.9M 271,299 +11,991 +5%
SAF
32
Smith Anglin Financial
Texas
$27.7M 269,525 +26,890 +11%
M&T Bank
33
M&T Bank
New York
$26.8M 260,677 -95,408 -27%
PFO
34
Pathstone Family Office
New Jersey
$26.1M 254,285 +249,285 +4,986%
1IA
35
1834 Investment Advisors
Wisconsin
$25.4M 247,339 -24,615 -9%
DPIM
36
Duff & Phelps Investment Management
Illinois
$24.4M 237,185 – –
AA
37
Alesco Advisors
New York
$24.3M 236,417 -17,146 -7%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$22.4M 218,128 +52,705 +32%
AF
39
Allworth Financial
California
$21.8M 212,028 -3,762 -2%
KeyBank National Association
40
KeyBank National Association
Ohio
$21.1M 205,799 +1,452 +0.7%
CC
41
Courier Capital
New York
$20.2M 196,229 +5,616 +3%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$19.3M 188,168 +9,208 +5%
EWA
43
EP Wealth Advisors
California
$19.1M 76,203 +70,661 +1,275%
EH
44
Equitable Holdings
New York
$19M 185,327 -60,137 -24%
SL
45
Salomon & Ludwin
Virginia
$18.8M 183,283 +419 +0.2%
Stifel Financial
46
Stifel Financial
Missouri
$18.7M 181,645 -12,080 -6%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$18.6M 181,185 -11,705 -6%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$17.5M 170,245 +52,991 +45%
FAM
49
Flaharty Asset Management
Florida
$17.3M 168,766 +487 +0.3%
SFI
50
SPC Financial Inc
Maryland
$17.1M 166,460 +8,283 +5%
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