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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$68.5M
2
GHA
2
GW Henssler & Associates
Georgia
$39.6M
3
PFO
3
Pathstone Family Office
New Jersey
$26.1M
4
EWA
4
EP Wealth Advisors
California
$19.1M
5
WAS
5
Wealth Advisory Solutions
Indiana
$16.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$205M
2
Wells Fargo
2
Wells Fargo
California
$476M
3
LPL Financial
3
LPL Financial
California
$72.4M
4
AAP
4
Arax Advisory Partners
Colorado
$1.65M
5
Ameriprise
5
Ameriprise
Minnesota
$198M
Name Market Value Shares Shares
Change 		Shares
Change %
WAS
51
Wealth Advisory Solutions
Indiana
$16.5M 160,677 +141,147 +723%
FMC
52
First Merchants Corp
Indiana
$16.3M 158,955 -1,157 -0.7%
HighTower Advisors
53
HighTower Advisors
Illinois
$15.1M 146,984 -30,720 -17%
Mariner
54
Mariner
Kansas
$14.3M 139,089 -19,085 -12%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$14.1M 137,106 +33,836 +33%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$13.6M 131,968 -45,941 -26%
LFS
57
Lutz Financial Services
Nebraska
$13.5M 131,082 -1,362 -1%
JE
58
JMAC Enterprises
Pennsylvania
$13.3M 129,896 -1,116 -0.9%
CAL
59
Capital Advisors Ltd
Ohio
$13.1M 127,058 -246 -0.2%
RCAG
60
Rehmann Capital Advisory Group
Michigan
$12.6M 122,406 +555 +0.5%
JF
61
JSF Financial
California
$12.3M 119,351 -1,495 -1%
MMA
62
Miracle Mile Advisors
California
$12.3M 119,322 +3,457 +3%
SFP
63
Sterling Financial Planning
New Jersey
$12M 116,317 +2,780 +2%
GIA
64
GHP Investment Advisors
Colorado
$11.8M 115,107 -92 -0.1%
TYCC
65
Texas Yale Capital Corp
Florida
$11.8M 115,080 -17 -0%
SS
66
Simplicity Solutions
Minnesota
$11.7M 113,507 +113,507 New
BEC
67
Blue Edge Capital
Virginia
$11.2M 108,754 -16,289 -13%
EIP
68
Ellis Investment Partners
Pennsylvania
$11.1M 108,169 +223 +0.2%
KAS
69
Kestra Advisory Services
Texas
$11.1M 107,542 +4,959 +5%
SPIA
70
Steward Partners Investment Advisory
New York
$10.6M 103,078 -3,186 -3%
EPP
71
ETF Portfolio Partners
Kansas
$10.6M 102,903 +3,586 +4%
CAN
72
Cetera Advisor Networks
California
$10.5M 102,235 -72,636 -42%
US Bancorp
73
US Bancorp
Minnesota
$10.1M 98,608 -4,437 -4%
UWPG
74
Ullmann Wealth Partners Group
Florida
$10M 97,618 -1,107 -1%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$9.71M 94,518 -954 -1%
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