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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.

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 Market Value Shares Shares
Change
Shares
Change %
BFEC
576
Benjamin F. Edwards & Company
Missouri
$111K 1,075
BFPW
577
BOK Financial Private Wealth
Colorado
$109K 1,060
SSC
578
Syverson Strege & Co
Iowa
$106K 1,035
ONST
579
Old North State Trust
North Carolina
$105K 1,017
CWP
580
Concord Wealth Partners
Virginia
$103K 1,002 +4 +0.4%
WPWM
581
Western Pacific Wealth Management
Illinois
$103K 1,000
BA
582
Bellwether Advisors
Nebraska
$101K 985 -60 -6%
PA
583
Parallel Advisors
California
$100K 974 +401 +70%
BTI
584
Blue Trust Inc
Georgia
$99K 986
PMFA
585
Plante Moran Financial Advisors
Michigan
$97.3K 947 -2,206 -70%
MHR
586
Matthew Hamilton Rosenberg
$95.6K 930
AFG
587
Albion Financial Group
Utah
$92.5K 900
SAM
588
S.A. Mason
Michigan
$90.4K 880
SIC
589
Salem Investment Counselors
North Carolina
$88.6K 862
DI
590
Disciplined Investments
Oklahoma
$87.9K 855
CB
591
Centennial Bank
Arkansas
$86K 837
CIA
592
Choate Investment Advisors
Massachusetts
$85.3K 830
DAC
593
Dividend Assets Capital
South Carolina
$83K 826
GBT
594
Grove Bank & Trust
Florida
$81.3K 791 +27 +4%
GWM
595
Geneos Wealth Management
Colorado
$78.8K 767 +430 +128%
LC
596
Lindbrook Capital
California
$77.7K 756
BA
597
Ballast Advisors
Minnesota
$77.1K 750
AIP
598
Ahrens Investment Partners
Louisiana
$77K 749 +749 New
BL
599
Balentine LLC
Georgia
$76.6K 745 -870 -54%
TAM
600
Townsend Asset Management
North Carolina
$74.5K 725