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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 %
FMTCOCP
601
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$72K 704 +210 +43%
TCWA
602
Ten Capital Wealth Advisors
Washington
$69K 671 +671 New
MIA
603
Milestone Investment Advisors
Wisconsin
$68.7K 669
AWM
604
Abound Wealth Management
Tennessee
$68.3K 665
KTC
605
Kistler-Tiffany Companies
Pennsylvania
$68.3K 664 +3 +0.5%
CFFP
606
Center for Financial Planning
Michigan
$67.8K 660
TIM
607
Tortoise Investment Management
New York
$67.4K 656
CSPIA
608
Cary Street Partners Investment Advisory
Virginia
$63.7K 620
ACA
609
Aptus Capital Advisors
Alabama
$62.3K 606 -1,046 -63%
TFGT
610
TS Financial Group (TSFG)
Illinois
$61K 598
CHC
611
City Holding Co
West Virginia
$60.6K 590
ANBT
612
American National Bank & Trust
Texas
$59.8K 582
LFG
613
Larson Financial Group
Missouri
$59.8K 582
EWA
614
EverSource Wealth Advisors
Alabama
$57K 555 -581 -51%
RP
615
Rice Partnership
Hawaii
$54.3K 528
RDIA
616
RE Dickinson Investment Advisors
Iowa
$53K 515
CHA
617
Carmichael Hill & Associates
Maryland
$52.6K 512 -230 -31%
AAG
618
Armstrong Advisory Group
Massachusetts
$52K 506
CFGS
619
Concourse Financial Group Securities
Alabama
$51.2K 498 -110 -18%
PSB
620
Piscataqua Savings Bank
New Hampshire
$48.7K 474
TWA
621
TCI Wealth Advisors
Arizona
$48.5K 472 -3 -0.6%
SC
622
Steph & Co
Wisconsin
$47.3K 460
LFA
623
Level Financial Advisors
New York
$42.8K 416
ZB
624
Zions Bancorporation
Utah
$41.1K 400
MFG
625
Mendota Financial Group
Wisconsin
$39.5K 360