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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 %
CCM
326
Condor Capital Management
New Jersey
$770K +$770K +6,749 New
SFA
327
Sequoia Financial Advisors
Ohio
$768K +$130K +1,141 +20%
NWMG
328
National Wealth Management Group
Ohio
$766K +$766K +6,717 New
MIC
329
Meridian Investment Counsel
California
$758K
UCFA
330
United Capital Financial Advisors
Texas
$751K -$477K -4,186 -39%
MF
331
Meridian Financial
Massachusetts
$744K -$20.4K -179 -3%
Franklin Resources
332
Franklin Resources
California
$740K +$26.2K +230 +4%
GTAM
333
Global Trust Asset Management
Florida
$727K
TNB
334
Thomasville National Bank
Georgia
$726K -$456 -4 -0.1%
KBFS
335
Kohmann Bosshard Financial Services
Ohio
$724K
GRP
336
Global Retirement Partners
California
$723K +$200K +1,816 +38%
VFIC
337
Valley Forge Investment Consultants
Pennsylvania
$719K -$2.62K -23 -0.4%
HCA
338
Harbour Capital Advisors
Virginia
$718K
PFA
339
Pinnacle Family Advisors
Missouri
$715K -$158K -1,383 -18%
SHFP
340
Second Half Financial Partners
Florida
$707K -$60.7K -532 -8%
EGWAG
341
Elwood & Goetz Wealth Advisory Group
Georgia
$691K +$8.44K +74 +1%
CB
342
Cadence Bank
Mississippi
$688K
Vanguard Group
343
Vanguard Group
Pennsylvania
$682K +$16.6K +146 +3%
EWA
344
ERTS Wealth Advisors
Michigan
$678K -$2.62K -23 -0.4%
WAM
345
WNY Asset Management
New York
$673K -$31.5K -276 -4%
IBOK
346
Independence Bank of Kentucky
Kentucky
$665K
AllianceBernstein
347
AllianceBernstein
Tennessee
$648K +$31.7K +278 +5%
MA
348
MONECO Advisors
Connecticut
$639K +$5.82K +51 +0.9%
PCIA
349
Prime Capital Investment Advisors
Kansas
$639K +$95.7K +839 +18%
AF
350
Apexium Financial
Texas
$638K +$638K +5,591 New