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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 %
DBT
326
Dubuque Bank & Trust
Iowa
$626K -$750 -7 -0.1%
Vanguard Group
327
Vanguard Group
Pennsylvania
$625K -$7.82K -73 -1%
IBOK
328
Independence Bank of Kentucky
Kentucky
$624K
DTC
329
Davidson Trust Company
Washington
$622K -$119K -1,109 -16%
HIA
330
Harbor Investment Advisory
Maryland
$607K +$6.64K +62 +1%
AC
331
AWM Capital
Arizona
$604K -$237K -2,210 -28%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$600K -$63.7K -595 -10%
SFA
333
Sequoia Financial Advisors
Ohio
$599K
MA
334
MONECO Advisors
Connecticut
$595K +$1.82K +17 +0.3%
PWM
335
Perigon Wealth Management
California
$590K -$2.84M -26,496 -83%
TWP
336
Total Wealth Planning
Ohio
$587K -$10.7K -100 -2%
PCMC
337
Private Capital Management (Colorado)
Colorado
$585K
AllianceBernstein
338
AllianceBernstein
Tennessee
$579K +$10.5K +98 +2%
MBT
339
Montecito Bank & Trust
California
$575K -$56.4K -526 -9%
CFD
340
Creative Financial Designs
Indiana
$575K -$19.2K -179 -3%
NA
341
NewEdge Advisors
Louisiana
$570K -$21.4K -200 -4%
CA
342
Clearstead Advisors
Ohio
$570K +$55K +513 +11%
FLPIM
343
F.L. Putnam Investment Management
Massachusetts
$568K +$3.21K +30 +0.6%
SI
344
Saxon Interests
Texas
$567K -$34.8K -325 -6%
AL
345
Aspiriant LLC
California
$564K +$30.4K +284 +6%
MAM
346
MMA Asset Management
Pennsylvania
$563K -$1.07K -10 -0.2%
CA
347
Cambridge Advisors
Nebraska
$557K -$3.75K -35 -0.7%
JFG
348
JMG Financial Group
Illinois
$557K +$132K +1,234 +31%
BPA
349
Beacon Pointe Advisors
California
$556K -$121K -1,129 -18%
BFAG
350
Blackston Financial Advisory Group
Florida
$550K -$30.2K -282 -5%