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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 %
KFS
676
Kelly Financial Services
Massachusetts
$4.36K 42 -8 -16%
POIA
677
Pin Oak Investment Advisors
Texas
$4K 42 -188 -82%
PFG
678
Piershale Financial Group
Illinois
$2.06K 20 +20 New
BCMLT
679
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.85K 18
UFF
680
USA Financial Formulas
Michigan
$925 9 +9 New
FAM
681
Family Asset Management
South Carolina
$206 2 -51 -96%
CWA
682
Clarus Wealth Advisors
Arizona
-36,674 Closed
TA
683
Tactive Advisors
Florida
-36,459 Closed
DL
684
DOHJ LLC
Washington
-26,687 Closed
SOS
685
Silver Oak Securities
Tennessee
-16,894 Closed
NI
686
Nuance Investments
Missouri
-11,980 Closed
PFA
687
Professional Financial Advisors
Nebraska
-9,983 Closed
VAS
688
Vestmark Advisory Solutions
Massachusetts
-8,364 Closed
BCM
689
Barometer Capital Management
Ontario, Canada
-8,300 Closed
OPWM
690
Oxinas Partners Wealth Management
Indiana
-6,367 Closed
SBH
691
Segall Bryant & Hamill
Illinois
-4,705 Closed
DIA
692
Dana Investment Advisors
Wisconsin
-4,437 Closed
DIA
693
Dean Investment Associates
Ohio
-4,318 Closed
RFA
694
Resurgent Financial Advisors
Georgia
-3,510 Closed
CT
695
Columbia Trust
Oregon
-3,431 Closed
LT
696
Legacy Trust
Michigan
-3,121 Closed
HSA
697
HBK Sorce Advisory
Pennsylvania
-3,100 Closed
NP
698
NorthRock Partners
Minnesota
-2,966 Closed
TL
699
Tradewinds LLC
North Carolina
-2,934 Closed
WA
700
Wambolt & Associates
Colorado
-2,689 Closed