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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RSWM
151
Robertson Stephens Wealth Management
California
$3.33M +$30.4K +296 +0.9%
PWM
152
Perigon Wealth Management
California
$3.29M +$101K +982 +3%
Corient Private Wealth
153
Corient Private Wealth
Florida
$3.27M +$333K +3,243 +11%
KWM
154
Kingsview Wealth Management
Oregon
$3.22M +$1.02M +9,883 +46%
WWM
155
Windsor Wealth Management
Indiana
$3.19M +$28.8K +285 +0.9%
NF
156
Nikulski Financial
Iowa
$3.17M +$82.3K +801 +3%
DWA
157
Dorsey Wright & Associates
California
$3.14M +$276K +2,682 +10%
FP
158
Factorial Partners
New York
$3.11M – – –
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$3.06M -$43.9K -427 -1%
FCI
160
Financial Counselors Inc
Kansas
$3.01M -$138K -1,345 -4%
SIA
161
Soltis Investment Advisors
Utah
$2.84M -$55.9K -544 -2%
PP
162
Prosperity Planning
Missouri
$2.84M +$11.5K +112 +0.4%
TRIA
163
Trail Ridge Investment Advisors
Colorado
$2.83M -$178K -1,731 -6%
BFG
164
Barber Financial Group
Kansas
$2.77M +$795K +7,735 +40%
MWM
165
Modera Wealth Management
New Jersey
$2.72M +$24.2K +235 +0.9%
NCM
166
Neumann Capital Management
California
$2.67M +$103 +1 +0%
MSCM
167
McElhenny Sheffield Capital Management
Texas
$2.6M +$2.6M +25,536 New
SSW
168
Smith Shellnut Wilson
Mississippi
$2.59M -$719 -7 -0%
First Trust Advisors
169
First Trust Advisors
Illinois
$2.58M -$318K -3,092 -11%
HF
170
HRT Financial
New York
$2.58M +$966K +9,400 +60%
UB
171
UMB Bank
Missouri
$2.58M -$52.9K -515 -2%
NSB
172
Norway Savings Bank
Maine
$2.55M -$124K -1,203 -5%
BFA
173
Bragg Financial Advisors
North Carolina
$2.49M -$136K -1,324 -5%
Jane Street
174
Jane Street
New York
$2.45M +$2.11M +20,548 +629%
TPCW
175
TD Private Client Wealth
New York
$2.43M -$32.4K -315 -1%
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