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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 %
SAM
301
Sawgrass Asset Management
Florida
$930K +$17.3K +152 +2%
VVP
302
Venture Visionary Partners
Ohio
$925K +$57.3K +502 +7%
AF
303
Advisornet Financial
Minnesota
$923K -$708K -6,210 -43%
TC
304
TAGStone Capital
North Carolina
$918K +$9.58K +84 +1%
HFRG
305
Houlihan Financial Resource Group
Virginia
$907K +$114 +1 +0%
NA
306
NewEdge Advisors
Louisiana
$903K +$288K +2,546 +47%
SC
307
Savant Capital
Illinois
$898K -$18K -158 -2%
CT
308
Columbia Trust
Oregon
$892K +$653K +5,730 +274%
Focus Partners Wealth
309
Focus Partners Wealth
Massachusetts
$892K +$892K +7,818 New
SS
310
Sunbelt Securities
Texas
$884K -$91.5K -802 -9%
WAM
311
Weinberger Asset Management
California
$881K +$5.36K +47 +0.6%
HCC
312
Hirtle Callaghan & Co
Pennsylvania
$878K
AEPWM
313
Atlantic Edge Private Wealth Management
Florida
$862K +$862K +7,558 New
EWA
314
EP Wealth Advisors
California
$849K +$103K +905 +14%
CFGA
315
Cambridge Financial Group (Arizona)
Arizona
$849K +$849K +7,443 New
HBW
316
Hazlett, Burt & Watson
West Virginia
$848K +$39.3K +345 +5%
MIA
317
MainStreet Investment Advisors
Illinois
$844K
GAM
318
Griffin Asset Management
New York
$828K +$48.6K +426 +6%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$827K +$284K +2,489 +52%
LWA
320
LWS Wealth Advisors
New Jersey
$819K +$9.01K +79 +1%
Millennium Management
321
Millennium Management
New York
$800K +$189K +1,654 +31%
NCM
322
Narwhal Capital Management
Georgia
$790K
CFG
323
Citizens Financial Group
Rhode Island
$789K +$74.9K +657 +10%
BPA
324
Beacon Pointe Advisors
California
$781K -$596K -5,223 -43%
NRG
325
Nemes Rush Group
Michigan
$771K