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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 %
CA
626
Crewe Advisors
Utah
$39.1K 380
CT
627
Clearstead Trust
Maine
$36.2K 352 +228 +184%
OC
628
Oakworth Capital
Alabama
$34.4K 335 -30 -8%
OFG
629
Oxford Financial Group
Indiana
$33.4K 325
EWP
630
Elevation Wealth Partners
California
$31.2K 304 +304 New
PGAM
631
Princeton Global Asset Management
New Jersey
$30.8K 300
FFA
632
Founders Financial Alliance
North Carolina
$30.4K 298
CTA
633
Colonial Trust Advisors
South Carolina
$29.7K 289
BWM
634
BerganKDV Wealth Management
Minnesota
$28.5K 277
TAIM
635
TD Ameritrade Investment Management
Nebraska
$28K 280 -119 -30%
CBT
636
Central Bank & Trust
Kentucky
$27.7K 270 +270 New
FP
637
Financial Perspectives
Minnesota
$26.9K 262
PA
638
PSI Advisors
Florida
$26.6K 259 +98 +61%
Commonwealth Equity Services
639
Commonwealth Equity Services
Massachusetts
$24.8K 241,676 +11,163 +5%
FCMT
640
Founders Capital Management (Texas)
Texas
$24K 232
NHT
641
New Hampshire Trust
New Hampshire
$23.4K 228 +228 New
PCFFS
642
Pacific Center for Financial Services
California
$22.6K 220 +220 New
NSIM
643
North Star Investment Management
Illinois
$22.3K 217
PCM
644
Perritt Capital Management
Illinois
$20.6K 200 -159 -44%
OCM
645
Orion Capital Management
California
$20.6K 200
FPB
646
First PREMIER Bank
South Dakota
$20K 192 +192 New
AW
647
Avion Wealth
Texas
$20K 202 +202 New
CBT
648
CoreFirst Bank & Trust
Kansas
$18.1K 176 -404 -70%
OSNBOA
649
Old Second National Bank of Aurora
Illinois
$18.1K 176
GWSG
650
GPS Wealth Strategies Group
Colorado
$17.3K 168 +168 New