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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.

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

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 Holding Trade Value Shares
Change 		Shares
Change %
CPC
526
Consolidated Planning Corp
Georgia
$215K – – –
MA
527
Mutual Advisors
Nebraska
$214K +$214K +2,085 New
CIC
528
Carnegie Investment Counsel
Ohio
$214K +$1.75K +17 +0.8%
M
529
MOTCO
Texas
$213K -$10.3K -100 -5%
IAIM
530
International Assets Investment Management
Florida
$213K -$9.25K -90 -4%
Fayez Sarofim & Co
531
Fayez Sarofim & Co
Texas
$212K – – –
BFM
532
Boston Financial Management
Massachusetts
$211K -$2.06K -20 -1%
WWM
533
Western Wealth Management
Colorado
$211K +$308 +3 +0.1%
DAS
534
Dynamic Advisor Solutions
Arizona
$210K +$1.23K +12 +0.6%
EA
535
Eclectic Associates
California
$210K – – –
MG
536
Mather Group
Illinois
$207K -$206 -2 -0.1%
AP
537
Appleton Partners
Massachusetts
$207K – – –
PGFC
538
Peapack-Gladstone Financial Corp
New Jersey
$206K – – –
T
539
TNF
Montana
$206K +$204 +2 +0.1%
CD
540
Chapin Davis
Maryland
$205K +$205K +1,992 New
AWM
541
Aprio Wealth Management
Georgia
$204K – – –
MW
542
MBL Wealth
North Carolina
$200K +$200K +1,950 New
HGERS
543
Householder Group Estate & Retirement Specialist
Arizona
$193K +$193K +1,874 New
HI
544
Harbour Investments
Wisconsin
$192K +$84.3K +820 +78%
ACA
545
Atlas Capital Advisors
Wyoming
$178K +$129K +1,254 +262%
SSB
546
Sandy Spring Bank
Maryland
$172K +$59.1K +575 +52%
National Bank of Canada
547
National Bank of Canada
Quebec, Canada
$168K +$8.23K +80 +5%
HPC
548
HM Payson & Co
Maine
$167K – – –
LWANC
549
Laurel Wealth Advisors (North Carolina)
North Carolina
$166K +$32.2K +313 +24%
CT
550
Cambridge Trust
Massachusetts
$165K -$209K -2,036 -56%
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