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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.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-6
Holders Change %
-0.87%
% of All Funds
10.88%
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 Holding Trade Value Shares
Change
Shares
Change %
KWMG
126
King Wealth Management Group
Florida
$4.36M -$57K -555 -1%
PFM
127
Phillips Financial Management
Indiana
$4.34M
FWMM
128
Foundation Wealth Management (Missouri)
Missouri
$4.3M +$307K +2,984 +8%
BFG
129
Bleakley Financial Group
New Jersey
$4.29M -$80.4K -782 -2%
GIM
130
Goelzer Investment Management
Indiana
$4.29M -$458K -4,461 -10%
CA
131
Centerpoint Advisors
Massachusetts
$4.24M -$193K -1,875 -4%
FHC
132
First Heartland Consultants
Missouri
$4.16M +$973K +9,478 +31%
SEIA
133
Signature Estate & Investment Advisors
California
$4.07M +$335K +3,256 +9%
Members Trust
134
Members Trust
Florida
$4.06M -$407K -3,961 -9%
ABC
135
Associated Banc-Corp
Wisconsin
$4.04M -$237K -2,308 -6%
BOS
136
Bank of Stockton
California
$3.98M +$240K +2,332 +6%
AAS
137
Avantax Advisory Services
Texas
$3.95M +$205K +1,995 +5%
CIAS
138
CFS Investment Advisory Services
New Jersey
$3.89M +$3.89M +37,884 New
CWM
139
Cranbrook Wealth Management
Michigan
$3.87M -$63.9K -622 -2%
SCM
140
SOL Capital Management
Maryland
$3.81M +$152K +1,480 +4%
SC
141
Sierra Capital
Florida
$3.76M -$815K -7,925 -18%
GW
142
GW & Wade
Massachusetts
$3.76M +$144K +1,405 +4%
OPW
143
Oxler Private Wealth
New York
$3.71M +$95.4K +928 +3%
CAG
144
Csenge Advisory Group
Florida
$3.7M +$744K +7,238 +25%
SFG
145
SNS Financial Group
Minnesota
$3.63M -$20.6K -200 -0.6%
CCM
146
Coldstream Capital Management
Washington
$3.62M -$2.26K -22 -0.1%
RWA
147
River Wealth Advisors
Pennsylvania
$3.6M -$71.4K -695 -2%
SPC
148
Sigma Planning Corp
Michigan
$3.6M -$189K -1,836 -5%
LC
149
LTG Capital
Massachusetts
$3.52M -$65.3K -635 -2%
EE
150
EWG Elevate
California
$3.34M +$1.97M +19,211 +145%