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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
10.89%
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
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
551
Front Row Advisors
California
$163K -$7.72K -75 -5%
GCM
552
Gables Capital Management
Florida
$154K
JEST
553
JTC Employer Solutions Trustee
Jersey
$154K
PP
554
PFS Partners
New Jersey
$154K
BSWA
555
Bromfield Sneider Wealth Advisors
Massachusetts
$148K
ST
556
Smithfield Trust
Pennsylvania
$146K
EI
557
Ellevest Inc
New York
$143K
JGIA
558
Jackson Grant Investment Advisers
Connecticut
$140K +$719 +7 +0.5%
MIM
559
Macroview Investment Management
Maryland
$139K +$7.09K +69 +5%
SMA
560
Sage Mountain Advisors
Georgia
$138K
WP
561
WealthPLAN Partners
Nebraska
$134K +$134K +1,302 New
GEA
562
Glen Eagle Advisors
New Jersey
$132K +$43.2K +420 +49%
KFI
563
Key Financial Inc
Pennsylvania
$130K +$64K +623 +96%
TSW
564
Thompson Siegel & Walmsley
Virginia
$129K -$678K -6,609 -84%
BAAM
565
Baker Avenue Asset Management
California
$127K +$26.3K +256 +26%
QCG
566
Quadrant Capital Group
Ohio
$127K +$18.5K +180 +17%
S
567
SignatureFD
Georgia
$125K
TFM
568
TFC Financial Management
Massachusetts
$123K +$103 +1 +0.1%
EARNEST Partners
569
EARNEST Partners
Georgia
$123K -$278K -2,705 -69%
LB
570
Legacy Bridge
Iowa
$122K
BWL
571
Bogart Wealth LLC
Virginia
$120K +$105K +1,024 +726%
Kayne Anderson Rudnick Investment Management
572
Kayne Anderson Rudnick Investment Management
California
$118K +$20.8K +202 +21%
MFC
573
Mechanics Financial Corp
Ohio
$118K
AC
574
AlphaCore Capital
California
$117K +$64.5K +628 +123%
FCAS
575
First Command Advisory Services
Texas
$113K