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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 %
CCFM
476
Clear Creek Financial Management
Washington
$280K -$12.8M -124,751 -98%
SW
477
SVB Wealth
Massachusetts
$279K -$255K -2,484 -48%
HH
478
Hilltop Holdings
Texas
$279K
CST
479
Charles Schwab Trust
Nevada
$277K
MI
480
Moneywise Inc
Virginia
$276K +$1.03K +10 +0.4%
LWM
481
Lyell Wealth Management
California
$275K +$275K +2,675 New
AMG
482
Advisors Management Group
Wisconsin
$274K
DJYG
483
David J. Yvars Group
Florida
$274K +$101 +1 +0%
FNBTCON
484
First National Bank & Trust Co of Newtown
Pennsylvania
$272K
CF
485
Centaurus Financial
California
$270K +$153K +1,485 +130%
PWM
486
PBMares Wealth Management
Virginia
$270K +$411 +4 +0.2%
RPCONE
487
Retirement Planning Company of New England
Rhode Island
$269K
SBIA
488
Sheaff Brock Investment Advisors
Indiana
$267K +$267K +2,600 New
SA
489
Sunesis Advisors
Kansas
$267K -$1.22M -11,834 -82%
IA
490
Insight Advisors
Pennsylvania
$264K +$206 +2 +0.1%
LWM
491
Laidlaw Wealth Management
New York
$263K -$206 -2 -0.1%
MA
492
MKT Advisors
California
$260K
AHB
493
Abner Herrman & Brock
New Jersey
$257K
NCM
494
Narwhal Capital Management
Georgia
$257K
EW
495
Enzi Wealth
Texas
$253K -$35.8K -350 -12%
RWM
496
Rockwood Wealth Management
Pennsylvania
$253K +$1.13K +11 +0.4%
BHWM
497
Bar Harbor Wealth Management
New Hampshire
$252K
FMWA
498
Forvis Mazars Wealth Advisors
Missouri
$251K +$103 +1 +0%
ICM
499
IMS Capital Management
Oregon
$250K
CWS
500
Confluence Wealth Services
Pennsylvania
$249K