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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 %
CIA
276
Concurrent Investment Advisors
Florida
$1.11M +$1.11M +9,728 New
CAM
277
Cresset Asset Management
Illinois
$1.1M -$50.1K -439 -4%
SFG
278
Sather Financial Group
Texas
$1.08M
KP
279
Keel Point
Alabama
$1.07M
FWP
280
FAS Wealth Partners
Kansas
$1.07M +$22.6K +198 +2%
ACA
281
Anchor Capital Advisors
Massachusetts
$1.07M +$1.07M +9,352 New
TIAA Trust, National Association
282
TIAA Trust, National Association
North Carolina
$1.04M +$20.5K +180 +2%
CPA
283
Cardiff Park Advisors
California
$1.02M
BWCS
284
Beirne Wealth Consulting Services
Connecticut
$1.02M -$143K -1,255 -12%
BBNA
285
Bremer Bank National Association
Minnesota
$1.02M
MGIA
286
Matthew Goff Investment Advisor
Texas
$1.01M -$16.2K -158 -2%
PO
287
Private Ocean
California
$998K
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$993K
NL
289
NWAM LLC
Washington
$991K +$567K +4,974 +134%
BFO
290
Boston Family Office
Massachusetts
$990K -$319K -2,798 -24%
AHC
291
Anderson Hoagland & Co
Missouri
$989K
USCWA
292
U.S. Capital Wealth Advisors
Texas
$980K -$16.4K -144 -2%
HWM
293
HighMark Wealth Management
Minnesota
$978K -$382K -3,354 -28%
FCAS
294
First Command Advisory Services
Texas
$954K -$186K -1,627 -16%
TIM
295
Thompson Investment Management
Wisconsin
$951K +$83.7K +734 +10%
SWM
296
Spire Wealth Management
Virginia
$949K -$140K -1,263 -13%
KFP
297
KMG Fiduciary Partners
Ohio
$948K
BCM
298
Barometer Capital Management
Ontario, Canada
$947K +$947K +8,300 New
EWM
299
Evercore Wealth Management
New York
$939K -$456K -4,000 -33%
APP
300
Avantax Planning Partners
Iowa
$935K -$42.2K -370 -4%