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iShares S&P Mid-Cap 400 Value ETF

729 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 108 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+68
Holders Change %
+10.29%
% of All Funds
10.69%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
108
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 %
RDFA
251
Ritter Daniher Financial Advisory
Ohio
$1.36M +$682K +5,980 +100%
WFA
252
Wellspring Financial Advisors
Ohio
$1.36M
FPGK
253
Financial Partners Group (Kansas)
Kansas
$1.36M -$15.5K -136 -1%
AL
254
ACAS LLC
California
$1.35M -$44.4K -389 -3%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.34M -$1.83K -16 -0.1%
OIA
256
OneDigital Investment Advisors
Kansas
$1.34M +$33.9K +297 +3%
SQA
257
Simon Quick Advisors
New Jersey
$1.34M +$228 +2 +0%
CWM
258
Connecticut Wealth Management
Connecticut
$1.32M -$165K -1,449 -11%
ANTB
259
AMG National Trust Bank
Colorado
$1.31M -$26.8K -235 -2%
Citigroup
260
Citigroup
New York
$1.3M +$38.1K +334 +3%
SWM
261
Shakespeare Wealth Management
Wisconsin
$1.3M -$182K -1,592 -12%
FHA
262
First Horizon Advisors
Tennessee
$1.29M -$10K -88 -0.8%
AFC
263
AFT Forsyth & Company
Florida
$1.26M -$4.22K -37 -0.3%
ASN
264
Advisory Services Network
Georgia
$1.25M +$253K +2,215 +25%
SPC
265
Sigma Planning Corp
Michigan
$1.25M -$1.85M -16,221 -60%
WA
266
Waverly Advisors
Alabama
$1.23M
RA
267
Rodgers & Associates
Pennsylvania
$1.19M +$419K +3,670 +54%
AIP
268
Ameritas Investment Partners
Nebraska
$1.18M -$2.85K -25 -0.2%
SWPG
269
Strategic Wealth Partners Group
Illinois
$1.18M +$167K +1,461 +16%
HW
270
Hancock Whitney
Mississippi
$1.16M +$636K +5,573 +121%
EL
271
Essex LLC
Illinois
$1.16M -$198K -1,735 -15%
WP
272
WealthShield Partners
North Carolina
$1.15M +$17.1K +150 +2%
MCM
273
MidAtlantic Capital Management
Virginia
$1.13M +$1.13M +9,879 New
CA
274
Claro Advisors
Massachusetts
$1.11M +$1.11M +9,773 New
RJT
275
Raymond James Trust
Florida
$1.11M -$195K -1,709 -15%