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iShares S&P Mid-Cap 400 Value ETF

730 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, 226 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.21% more ownership

Funds ownership: 67.79%74% (+6.2%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 226

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.09M
Puts
$365K
Net Calls
Net Calls Change

Top Sellers

1 -$28.9M
2 -$23.9M
3 -$22.4M
4
Ameriprise
Ameriprise
Minnesota
-$18.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$1.11M
277
$1.11M
278
$1.1M
279
$1.08M
280
$1.07M
281
$1.07M
282
$1.07M
283
$1.04M
284
$1.02M
285
$1.02M
286
$1.02M
287
$1.01M
288
$998K
289
$993K
290
$991K
291
$990K
292
$989K
293
$980K
294
$978K
295
$954K
296
$951K
297
$949K
298
$948K
299
$947K
300
$939K