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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 %
SWPG
276
Strategic Wealth Partners Group
Illinois
$899K
PO
277
Private Ocean
California
$884K
ASN
278
Advisory Services Network
Georgia
$883K -$659K -6,529 -43%
USCWA
279
U.S. Capital Wealth Advisors
Texas
$882K -$32.7K -324 -4%
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$879K
APP
281
Avantax Planning Partners
Iowa
$865K +$1.31K +13 +0.2%
SS
282
Sunbelt Securities
Texas
$863K +$15.5K +154 +2%
KFP
283
KMG Fiduciary Partners
Ohio
$839K
SC
284
Savant Capital
Illinois
$811K -$95.3K -944 -11%
TC
285
TAGStone Capital
North Carolina
$808K
SAM
286
Sawgrass Asset Management
Florida
$807K +$807K +8,000 New
HFRG
287
Houlihan Financial Resource Group
Virginia
$782K +$782K +7,950 New
HCC
288
Hirtle Callaghan & Co
Pennsylvania
$777K -$1.02M -10,151 -57%
WAM
289
Weinberger Asset Management
California
$775K +$18.2K +180 +2%
PFA
290
Pinnacle Family Advisors
Missouri
$772K -$46.9K -465 -6%
CG
291
Colony Group
Massachusetts
$770K
VVP
292
Venture Visionary Partners
Ohio
$768K -$19.9K -197 -3%
AWM
293
Apollon Wealth Management
South Carolina
$767K
TIM
294
Thompson Investment Management
Wisconsin
$767K -$5.35K -53 -0.7%
FCBT
295
First Citizens Bank & Trust
North Carolina
$763K -$106K -1,046 -12%
MIA
296
MainStreet Investment Advisors
Illinois
$747K
YIH
297
Y-Intercept (HK)
Hong Kong
$742K +$742K +7,351 New
LWA
298
LWS Wealth Advisors
New Jersey
$717K -$18.2K -180 -2%
HBW
299
Hazlett, Burt & Watson
West Virginia
$716K +$35.7K +354 +5%
NCM
300
Narwhal Capital Management
Georgia
$699K