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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 %
HWM
201
HB Wealth Management
Georgia
$1.85M +$90.4K +880 +5%
SFS
202
Sowell Financial Services
Arkansas
$1.85M +$1.85M +18,007 New
WT
203
Whittier Trust
California
$1.84M +$127K +1,236 +7%
PFP
204
Pinnacle Financial Partners
Tennessee
$1.82M -$425K -4,137 -19%
PPC
205
Park Place Capital
Alabama
$1.81M -$159K -1,548 -8%
OWM
206
Opes Wealth Management
California
$1.81M -$14.1K -137 -0.8%
BAM
207
Belpointe Asset Management
Nevada
$1.81M +$210K +2,042 +13%
SCM
208
Stordahl Capital Management
Colorado
$1.8M -$31.6K -307 -2%
DBIA
209
Dumont & Blake Investment Advisors
New Jersey
$1.79M -$35.9K -349 -2%
EL
210
Essex LLC
Illinois
$1.79M
SWA
211
SOA Wealth Advisors
New York
$1.77M +$12K +117 +0.7%
AIP
212
Almanack Investment Partners
Pennsylvania
$1.76M
BCG
213
Breakwater Capital Group
New Jersey
$1.76M +$923K +8,980 +110%
AT
214
American Trust
Kentucky
$1.76M -$462K -4,500 -21%
TRCT
215
Tower Research Capital (TRC)
New York
$1.73M +$1.12M +10,879 +183%
SWP
216
Stratos Wealth Partners
Ohio
$1.72M -$107K -1,046 -6%
AF
217
Advisornet Financial
Minnesota
$1.72M +$17.2K +167 +1%
ASN
218
Advisory Services Network
Georgia
$1.69M +$69.1K +672 +4%
LFAS
219
Level Four Advisory Services
Texas
$1.69M -$47.3K -460 -3%
AAP
220
Arax Advisory Partners
Colorado
$1.65M -$23.1M -224,716 -93%
WI
221
Wintrust Investments
Illinois
$1.62M +$242K +2,350 +18%
FPIS
222
Financial Planning & Information Services
Wisconsin
$1.62M -$47.2K -459 -3%
FF
223
Friedenthal Financial
New Jersey
$1.58M -$9.15K -89 -0.6%
FAIM
224
Financial Advocates Investment Management
Washington
$1.52M +$17.6K +171 +1%
PFG
225
Pacific Financial Group
Washington
$1.52M -$21.1K -205 -1%