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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 %
SC
276
Savant Capital
Illinois
$962K +$1.39K +13 +0.1%
CPA
277
Cardiff Park Advisors
California
$961K
AHC
278
Anderson Hoagland & Co
Missouri
$961K
TF
279
TIAA FSB
Florida
$959K +$2.89K +27 +0.3%
SWPG
280
Strategic Wealth Partners Group
Illinois
$949K
BWA
281
BDO Wealth Advisors
Florida
$942K -$31.6K -295 -3%
PO
282
Private Ocean
California
$938K
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$933K -$148K -1,378 -14%
FCBT
284
First Citizens Bank & Trust
North Carolina
$922K -$74.7K -697 -7%
APP
285
Avantax Planning Partners
Iowa
$916K +$13.8K +129 +2%
SS
286
Sunbelt Securities
Texas
$900K +$70.1K +654 +8%
BBNA
287
Bremer Bank National Association
Minnesota
$893K -$16.2K -151 -2%
KFP
288
KMG Fiduciary Partners
Ohio
$891K
PFA
289
Pinnacle Family Advisors
Missouri
$869K -$518K -4,839 -37%
AFG
290
Allegheny Financial Group
Pennsylvania
$867K -$309K -2,884 -26%
NWMG
291
National Wealth Management Group
Ohio
$864K +$864K +7,875 New
TC
292
TAGStone Capital
North Carolina
$853K +$2.78K +26 +0.3%
VVP
293
Venture Visionary Partners
Ohio
$836K +$86.1K +804 +11%
SHFP
294
Second Half Financial Partners
Florida
$827K -$29.9K -279 -3%
VFIC
295
Valley Forge Investment Consultants
Pennsylvania
$822K +$34.4K +321 +4%
TIM
296
Thompson Investment Management
Wisconsin
$820K +$9.11K +85 +1%
CG
297
Colony Group
Massachusetts
$817K -$7.82K -73 -0.9%
FTUS
298
Flow Traders U.S.
New York
$817K +$817K +7,630 New
AWM
299
Apollon Wealth Management
South Carolina
$815K +$214 +2 +0%
WAM
300
Weinberger Asset Management
California
$803K +$9.64K +90 +1%