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iShares S&P Mid-Cap 400 Value ETF

728 hedge funds and large institutions have $5.44B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+67
Holders Change %
+10.14%
% of All Funds
10.67%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
107
Increased
207
Reduced
225
Closed
31
Calls
$1.09M
Puts
$365K
Net Calls
+$721K
Net Calls Change
+$791K
Name Holding Trade Value Shares
Change
Shares
Change %
FCBT
226
First Citizens Bank & Trust
North Carolina
$1.63M +$765K +6,706 +89%
CWM
227
C2C Wealth Management
Arizona
$1.63M -$4.61K -40 -0.3%
CIC
228
Carnegie Investment Counsel
Ohio
$1.6M +$110K +962 +7%
CA
229
Cornerstone Advisory
Maryland
$1.6M
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$1.57M -$243K -2,127 -13%
OC
231
Oppenheimer & Co
New York
$1.54M -$43.3K -380 -3%
AFG
232
Allegheny Financial Group
Pennsylvania
$1.54M +$68.8K +603 +5%
PFA
233
Pure Financial Advisors
California
$1.53M -$34.3K -301 -2%
CPIG
234
Chicago Partners Investment Group
Illinois
$1.53M +$2.23K +20 +0.1%
HWMC
235
Heritage Wealth Management (California)
California
$1.52M +$1.52M +13,330 New
RB
236
Renasant Bank
Mississippi
$1.5M
VA
237
Valmark Advisers
Ohio
$1.5M +$31.2K +274 +2%
WT
238
Whittier Trust
California
$1.48M
EDRIA
239
Edmonds Duncan Registered Investment Advisors
Kansas
$1.47M +$41.4K +363 +3%
HC
240
Hamilton Capital
Ohio
$1.47M -$26.5K -232 -2%
SB
241
Strategic Blueprint
Georgia
$1.46M
AI
242
Atria Investments
North Carolina
$1.44M +$1.44M +12,651 New
SAF
243
Smith Anglin Financial
Texas
$1.44M -$28.9M -253,145 -95%
AWM
244
Apollon Wealth Management
South Carolina
$1.44M +$571K +5,011 +66%
VC
245
Vicus Capital
Pennsylvania
$1.44M +$27K +237 +2%
CAL
246
Capital Analysts LLC
Pennsylvania
$1.42M +$107K +937 +8%
PAA
247
Peregrine Asset Advisers
Oregon
$1.41M -$570 -5 -0%
BSB
248
Bangor Savings Bank
Maine
$1.4M
Bessemer Group
249
Bessemer Group
New Jersey
$1.4M -$238K -2,091 -15%
CGA
250
Crescent Grove Advisors
Illinois
$1.38M