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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 %
ADL
101
Asset Dedication LLC
California
$5.74M 55,834 +4,182 +8%
MML Investors Services
102
MML Investors Services
Massachusetts
$5.72M 55,686 -2,616 -4%
RFC
103
Regions Financial Corp
Alabama
$5.7M 55,457 -806 -1%
GT
104
Greenleaf Trust
Michigan
$5.58M 54,281 -140 -0.3%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$5.37M 52,251 -1,198 -2%
E
106
ETFidea
New York
$5.31M 51,646 +5,654 +12%
HNB
107
Huntington National Bank
Ohio
Citadel Advisors
108
Citadel Advisors
Florida
$5.23M 50,871 +46,895 +1,179%
HCM
109
Hudson Capital Management
New Jersey
$5.07M 49,289 -6,250 -11%
BCM
110
Becker Capital Management
Oregon
$5.02M 48,804 +48,804 New
NAM
111
NorthCrest Asset Manangement
Minnesota
$4.96M 48,257 +48,257 New
CPSAC
112
Chas P. Smith & Associates (CPS)
Florida
$4.87M 47,376 -1,461 -3%
GSWM
113
Greenup Street Wealth Management
Michigan
$4.87M 47,356 -14,150 -23%
IF
114
Ironwood Financial
Arizona
$4.84M 47,134 +597 +1%
DI
115
DDFG Inc
California
$4.74M 46,133 -1,060 -2%
BFM
116
Broadview Financial Management
Wisconsin
$4.71M 45,830 -257 -0.6%
BMCM
117
Bryn Mawr Capital Management
Pennsylvania
$4.7M 45,735 -4,047 -8%
CAM
118
Campion Asset Management
Virginia
$4.68M 45,553 +2,555 +6%
OCM
119
One Capital Management
California
$4.66M 45,316 +2,849 +7%
OFS
120
Oldfather Financial Services
Nebraska
$4.6M 44,790 +3,867 +9%
JFA
121
JNBA Financial Advisors
Minnesota
$4.57M 44,478 -673 -1%
PAI
122
Pittenger & Anderson Inc
Nebraska
$4.56M 44,390
MGIA
123
Moneta Group Investment Advisors
Missouri
$4.56M 44,382 +7,019 +19%
IFS
124
Ifrah Financial Services
Arkansas
$4.48M 43,568 -835 -2%
JAG
125
Journey Advisory Group
Kentucky
$4.47M 43,468 +43,468 New