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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 %
SWM
651
Sugarloaf Wealth Management
Georgia
$17.1K 166
FFA
652
Farther Finance Advisors
California
$17.1K 166
RCM
653
Rain Capital Management
Oregon
$15.6K 152
FCA
654
Fortis Capital Advisors
Kansas
$14.9K 145
BA
655
Bristlecone Advisors
Washington
$14.5K 141 +141 New
AA
656
Ancora Advisors
Ohio
$14.4K 140 -100 -42%
BAM
657
Baldrige Asset Management
Pennsylvania
$14K 135
CIA
658
Cape Investment Advisory
Georgia
$14K 136 +136 New
CTC
659
Central Trust Company
Missouri
$10.7K 104
NFSG
660
Newbridge Financial Services Group
Florida
$10.4K 102 -2 -2%
OSAM
661
O'Shaughnessy Asset Management
Connecticut
$10.2K 99
FCA
662
FinTrust Capital Advisors
South Carolina
$10.1K 100
SIM
663
Studio Investment Management
Illinois
$9.46K 92
JFGIW
664
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.46K 92
SC
665
Stephens Consulting
Michigan
$9.25K 90
TF
666
Tompkins Financial
New York
$9.04K 88
PCTC
667
Perkins Coie Trust Company
Washington
$8.74K 85
RA
668
Rise Advisors
New York
$8.67K 84
MFT
669
Moisand Fitzgerald Tamayo
Florida
$8.02K 78
RMC
670
Resources Management Corp
Connecticut
$8K 5,001 +4,951 +9,902%
OHWP
671
Oak Harbor Wealth Partners
North Carolina
$7.81K 76
MRCM
672
M&R Capital Management
New Jersey
$6.68K 65 +40 +160%
HWA
673
HHM Wealth Advisors
Tennessee
$5.45K 53
BBHC
674
Brown Brothers Harriman & Co
New York
$4.73K 46
First Manhattan
675
First Manhattan
New York
$4.52K 44 +44 New