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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$476M 4,634,610 -284,663 -6%
Morgan Stanley
2
Morgan Stanley
New York
$444M 4,324,405 -189,211 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$387M 3,764,573 +94,030 +3%
Bank of America
4
Bank of America
North Carolina
$237M 2,310,876 -126,861 -5%
UBS Group
5
UBS Group
Switzerland
$205M 1,990,862 -482,194 -19%
Ameriprise
6
Ameriprise
Minnesota
$198M 1,917,026 -218,587 -10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$185M 1,798,213 -37,870 -2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$137M 1,336,255 -30,311 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$89.9M 874,509 +74,271 +9%
DADC
10
D.A. Davidson & Co
Montana
$86.2M 839,010 +551 +0.1%
RJA
11
Raymond James & Associates
Florida
$83.8M 815,071 -54,113 -6%
Financial Engines Advisors
12
Financial Engines Advisors
California
$83.8M 814,940 -25,724 -3%
WSFS
13
Wilmington Savings Fund Society
Delaware
$73M 710,778 -11,196 -2%
LPL Financial
14
LPL Financial
California
$72.4M 704,408 -229,466 -25%
Northern Trust
15
Northern Trust
Illinois
$69.6M 677,038 +11,268 +2%
AssetMark Inc
16
AssetMark Inc
California
$68.5M 666,188 +665,969 +304,095%
EK
17
Evensky & Katz
Florida
$64.2M 625,119 +43,274 +7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$61.1M 594,128 -1,247 -0.2%
Cerity Partners
19
Cerity Partners
New York
$50.8M 513,112 +15,980 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$48.8M 474,434 +40,294 +9%
WJA
21
Willis Johnson & Associates
Texas
$40.6M 394,637 -2,921 -0.7%
GHA
22
GW Henssler & Associates
Georgia
$39.6M 385,302 +385,302 New
Osaic Holdings
23
Osaic Holdings
Arizona
$39.1M 380,415 -103,721 -21%
CFB
24
Cullen/Frost Bankers
Texas
$38.7M 376,869 -11,812 -3%
Truist Financial
25
Truist Financial
North Carolina
$37.9M 368,504 -17,943 -5%
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