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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 %
HW
301
Hancock Whitney
Mississippi
$796K -$239K -2,231 -23%
MIA
302
MainStreet Investment Advisors
Illinois
$793K -$127K -1,185 -14%
LWA
303
LWS Wealth Advisors
New Jersey
$780K +$19.8K +185 +3%
NCM
304
Narwhal Capital Management
Georgia
$742K +$474K +4,425 +177%
GSC
305
Ground Swell Capital
South Carolina
$729K +$729K +6,808 New
NRG
306
Nemes Rush Group
Michigan
$725K +$725K +6,765 New
HBW
307
Hazlett, Burt & Watson
West Virginia
$722K +$8.89K +83 +1%
RA
308
Rodgers & Associates
Pennsylvania
$722K +$47.1K +440 +7%
MIC
309
Meridian Investment Counsel
California
$712K
EWA
310
EP Wealth Advisors
California
$712K -$12.8M -72,176 -95%
MF
311
Meridian Financial
Massachusetts
$708K +$321 +3 +0%
GAM
312
Griffin Asset Management
New York
$700K -$12.3K -115 -2%
HCA
313
Harbour Capital Advisors
Virginia
$694K
EWA
314
ERTS Wealth Advisors
Michigan
$685K
GTAM
315
Global Trust Asset Management
Florida
$683K
TNB
316
Thomasville National Bank
Georgia
$683K
KBFS
317
Kohmann Bosshard Financial Services
Ohio
$680K
RSWM
318
Robertson Stephens Wealth Management
California
$678K -$2.79M -26,077 -80%
PWP
319
Perfromance Wealth Partners
Illinois
$673K
CFG
320
Citizens Financial Group
Rhode Island
$671K +$1.82K +17 +0.3%
Franklin Resources
321
Franklin Resources
California
$662K -$17.4K -162 -3%
WAM
322
WNY Asset Management
New York
$662K +$7.93K +74 +1%
SF
323
Synovus Financial
Georgia
$654K -$38.7K -361 -6%
CB
324
Cadence Bank
Mississippi
$647K -$26K -243 -4%
EGWAG
325
Elwood & Goetz Wealth Advisory Group
Georgia
$641K