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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
301
$935K
302
$930K
303
$925K
304
$923K
305
$918K
306
$907K
307
$903K
308
$898K
309
$892K
310
$892K
311
$884K
312
$881K
313
$878K
314
$862K
315
$849K
316
$849K
317
$848K
318
$844K
319
$828K
320
$827K
321
$819K
322
$800K
323
$790K
324
$789K
325
$781K