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iShares S&P Mid-Cap 400 Value ETF

661 hedge funds and large institutions have $4.49B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
-14
Holders Change %
-2.07%
% of All Funds
10.54%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
48
Increased
161
Reduced
233
Closed
49
Calls
$283K
Puts
$353K
Net Calls
-$70K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
FPGK
251
Financial Partners Group (Kansas)
Kansas
$1.17M +$63.9K +659 +6%
BFO
252
Boston Family Office
Massachusetts
$1.16M -$152K -1,508 -12%
OIA
253
OneDigital Investment Advisors
Kansas
$1.16M +$59K +585 +5%
CAL
254
Capital Analysts LLC
Pennsylvania
$1.16M
RJT
255
Raymond James Trust
Florida
$1.16M
FHA
256
First Horizon Advisors
Tennessee
$1.15M -$67K -664 -6%
Citigroup
257
Citigroup
New York
$1.12M +$87.6K +868 +9%
AFC
258
AFT Forsyth & Company
Florida
$1.11M -$5.05K -50 -0.5%
BWCS
259
Beirne Wealth Consulting Services
Connecticut
$1.09M
WA
260
Waverly Advisors
Alabama
$1.09M +$32.3K +320 +3%
UCFA
261
United Capital Financial Advisors
Texas
$1.09M -$145K -1,441 -12%
AIP
262
Ameritas Investment Partners
Nebraska
$1.05M -$20.2K -200 -2%
CAM
263
Cresset Asset Management
Illinois
$1.02M +$8.58K +85 +0.9%
FCAS
264
First Command Advisory Services
Texas
$1.01M +$935K +9,263 +1,269%
WP
265
WealthShield Partners
North Carolina
$1M -$60K -591 -6%
SWM
266
Spire Wealth Management
Virginia
$991K -$1.78M -17,672 -64%
SFG
267
Sather Financial Group
Texas
$953K
KP
268
Keel Point
Alabama
$945K
FWP
269
FAS Wealth Partners
Kansas
$924K -$23.8K -236 -3%
MGIA
270
Matthew Goff Investment Advisor
Texas
$919K
Citadel Advisors
271
Citadel Advisors
Florida
$910K -$3.28M -32,460 -78%
CPA
272
Cardiff Park Advisors
California
$905K
AHC
273
Anderson Hoagland & Co
Missouri
$905K
BBNA
274
Bremer Bank National Association
Minnesota
$900K +$59.1K +586 +7%
TIAA Trust, National Association
275
TIAA Trust, National Association
North Carolina
$899K +$899K +8,911 New