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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 %
WTC
176
WhitTier Trust Company
Nevada
$2.39M -$61.7K -600 -3%
SWM
177
Spire Wealth Management
Virginia
$2.37M +$1.45M +14,066 +156%
PFA
178
Pure Financial Advisors
California
$2.36M -$84.6K -823 -3%
VW
179
Vance Wealth
California
$2.32M +$291K +2,827 +14%
CB
180
Commerce Bank
Missouri
$2.31M -$55.8K -543 -2%
QPWM
181
Quadrant Private Wealth Management
Pennsylvania
$2.29M
HC
182
Hamilton Capital
Ohio
$2.27M -$555K -5,402 -20%
AWM
183
Avior Wealth Management
Nebraska
$2.26M -$72.4K -704 -3%
SFO
184
Stokes Family Office
Louisiana
$2.22M -$307K -2,987 -12%
LI
185
LVZ Inc
Michigan
$2.22M +$44.2K +430 +2%
GT
186
Glenmede Trust
Pennsylvania
$2.2M +$393K +3,824 +22%
LNC
187
Lincoln National Corp
Pennsylvania
$2.18M +$7.61K +74 +0.4%
BSW
188
Buckingham Strategic Wealth
Missouri
$2.17M
CAM
189
Cozad Asset Management
Illinois
$2.16M -$410K -3,986 -16%
TFF
190
The Family Firm
Maryland
$2.13M -$16.2K -158 -0.8%
ATPW
191
Ashton Thomas Private Wealth
Arizona
$2.08M +$441K +4,288 +27%
PRWA
192
Platte River Wealth Advisors
Colorado
$2.04M -$739K -7,190 -27%
WIA
193
World Investment Advisors
California
$2.03M -$18.5M -179,858 -90%
JWA
194
JFS Wealth Advisors
Pennsylvania
$2.03M +$56.5K +550 +3%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$2.02M +$1.58M +15,340 +354%
William Blair & Company
196
William Blair & Company
Illinois
$2.02M +$54.9K +534 +3%
TIA
197
Tiemann Investment Advisors
California
$2M -$69.2K -673 -3%
GPA
198
Guidance Point Advisors
Massachusetts
$1.99M +$8.84K +86 +0.4%
SCG
199
Sonata Capital Group
Washington
$1.97M -$20.6K -200 -1%
PB
200
Pinnacle Bancorp
Nebraska
$1.85M +$103 +1 +0%