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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 %
JWM
701
JFG Wealth Management
Colorado
-2,470 Closed
NAS
702
Nicolet Advisory Services
Wisconsin
-2,448 Closed
PSCM
703
Per Stirling Capital Management
Texas
-2,299 Closed
FCB
704
First County Bank
Connecticut
-2,274 Closed
PFA
705
Petra Financial Advisors
Colorado
-2,150 Closed
MCM
706
Mill Capital Management
North Carolina
-1,468 Closed
MCC
707
Money Concepts Capital
Florida
-1,166 Closed
RIA
708
Realta Investment Advisors
Delaware
-1,142 Closed
ECG
709
Edge Capital Group
Georgia
-1,049 Closed
ZIG
710
Zullo Investment Group
Pennsylvania
-394 Closed
JMF
711
Johnson Midwest Financial
Iowa
-316 Closed
Allspring Global Investments
712
Allspring Global Investments
North Carolina
-263 Closed
HFS
713
Hantz Financial Services
Michigan
-250 Closed
CJL
714
Cyrus J. Lawrence
New York
-158 Closed
LS
715
Leelyn Smith
Illinois
-118 Closed
SC
716
Sawyer & Company
Massachusetts
-90 Closed
BIA
717
Bell Investment Advisors
California
-80 Closed
BFA
718
BBJS Financial Advisors
Washington
-65 Closed
SCA
719
Stonebridge Capital Advisors
Minnesota
-21 Closed
CG
720
Cutler Group
California