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iShares S&P Mid-Cap 400 Value ETF

675 hedge funds and large institutions have $4.87B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 236 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
10.65%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
56
Increased
198
Reduced
236
Closed
55
Calls
$1.24M
Puts
Net Calls
+$1.24M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
251
Capital Analysts LLC
Pennsylvania
$1.23M +$3.75K +35 +0.3%
VC
252
Vicus Capital
Pennsylvania
$1.23M +$149K +1,394 +14%
RJT
253
Raymond James Trust
Florida
$1.23M -$66.9K -624 -5%
SWM
254
Shakespeare Wealth Management
Wisconsin
$1.21M
AFC
255
AFT Forsyth & Company
Florida
$1.19M +$429 +4 +0%
OIA
256
OneDigital Investment Advisors
Kansas
$1.17M -$40.3K -376 -3%
CWM
257
Connecticut Wealth Management
Connecticut
$1.16M +$524K +4,890 +82%
AIP
258
Ameritas Investment Partners
Nebraska
$1.13M +$536 +5 +0%
SQA
259
Simon Quick Advisors
New Jersey
$1.13M -$17.2K -161 -1%
WA
260
Waverly Advisors
Alabama
$1.13M -$23.9K -223 -2%
WP
261
WealthShield Partners
North Carolina
$1.12M -$40.7K -380 -3%
AL
262
ACAS LLC
California
$1.1M -$23.7K -221 -2%
FCB
263
First Command Bank
Texas
$1.1M -$83K -775 -7%
FCFS
264
First Command Financial Services
Texas
$1.1M -$83K -775 -7%
Citigroup
265
Citigroup
New York
$1.09M +$70.1K +654 +7%
BWCS
266
Beirne Wealth Consulting Services
Connecticut
$1.09M +$429 +4 +0%
CAM
267
Cresset Asset Management
Illinois
$1.07M +$93.2K +870 +10%
SFG
268
Sather Financial Group
Texas
$1.01M
FWP
269
FAS Wealth Partners
Kansas
$1.01M -$50.4K -470 -5%
KP
270
Keel Point
Alabama
$1M +$1M +9,367 New
FNBOSM
271
First National Bank of South Miami
Florida
$998K -$70.1K -654 -7%
GRP
272
Global Retirement Partners
California
$989K -$168K -1,572 -15%
NL
273
NWAM LLC
Washington
$985K +$576K +5,374 +141%
USCWA
274
U.S. Capital Wealth Advisors
Texas
$971K +$13K +121 +1%
MGIA
275
Matthew Goff Investment Advisor
Texas
$970K