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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 %
AWA
501
Arete Wealth Advisors
Illinois
$249K +$206 +2 +0.1%
IAA
502
Independent Advisor Alliance
North Carolina
$249K +$249K +2,421 New
BSSFA
503
Baron Silver Stevens Financial Advisors
Florida
$249K
FRA
504
Frank Rimerman Advisors
California
$248K
ACA
505
Anchor Capital Advisors
Massachusetts
$246K -$673K -6,545 -73%
KIA
506
KCM Investment Advisors
California
$246K +$246K +2,390 New
Brown Advisory
507
Brown Advisory
Maryland
$245K
HIMC
508
Heritage Investors Management Corp
Maryland
$245K -$2.16K -21 -0.9%
WB
509
West Bancorporation
Iowa
$244K +$244K +2,371 New
VNA
510
Valley National Advisers
Pennsylvania
$238K
SCA
511
Snowden Capital Advisors
New York
$236K -$55.4K -539 -19%
KPWS
512
Kestra Private Wealth Services
Texas
$234K -$4.42K -43 -2%
BONH
513
Bank of New Hampshire
New Hampshire
$232K -$34.1K -332 -13%
ZF
514
Zhang Financial
Michigan
$232K -$55.2K -537 -19%
PIMG
515
Patriot Investment Management Group
Tennessee
$231K
IWS
516
Insight Wealth Strategies
California
$230K +$514 +5 +0.2%
NSG
517
Nalls Sherbakoff Group
Tennessee
$229K +$229K +2,264 New
CWM
518
ClientFirst Wealth Management
Arkansas
$229K
ONB
519
Old National Bancorp
Indiana
$227K
W
520
WealthOne
New York
$226K +$226K +2,199 New
WPW
521
Waldron Private Wealth
Pennsylvania
$226K -$398K -3,870 -64%
HTC
522
Haverford Trust Company
Pennsylvania
$224K -$76.3K -742 -25%
Wealth Enhancement Advisory Services
523
Wealth Enhancement Advisory Services
Minnesota
$217K +$217K +2,108 New
CBTWT
524
Community Bank & Trust (Waco, Texas)
Texas
$216K -$618 -6 -0.3%
MWM
525
Mascoma Wealth Management
New Hampshire
$216K +$1.93K +19 +0.9%