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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 %
APCM
351
Alaska Permanent Capital Management
Alaska
$549K +$549K +5,128 New
CA
352
Cetera Advisors
Colorado
$543K +$18.7K +175 +4%
FCAM
353
First Citizens Asset Management
North Carolina
$537K +$57.7K +539 +12%
FCP
354
Fidelis Capital Partners
Florida
$529K
WS
355
Wedbush Securities
California
$527K
FA
356
Fiduciary Alliance
South Carolina
$524K +$65.9K +615 +14%
LPAM
357
Lodestar Private Asset Management
California
$517K +$1.07K +10 +0.2%
CWM
358
Cornerstone Wealth Management
Missouri
$514K -$110K -1,029 -18%
PCIA
359
Prime Capital Investment Advisors
Kansas
$510K +$105K +980 +26%
BFA
360
Beaumont Financial Advisors
Massachusetts
$505K -$104K -973 -17%
CCA
361
Cobblestone Capital Advisors
New York
$504K
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$504K +$72.8K +679 +17%
RIM
363
Rockbridge Investment Management
New York
$503K
CPC
364
Cookson Peirce & Co
Pennsylvania
$501K +$1.07K +10 +0.2%
GL
365
Graypoint LLC
New York
$500K -$7.5K -70 -1%
CSIC
366
Clifford Swan Investment Counsel
California
$491K
BCM
367
Brookstone Capital Management
Illinois
$489K -$13.2K -124 -3%
B
368
Bailard
California
$483K
SBWIC
369
Schaper Benz & Wise Investment Counsel
Wisconsin
$482K
BRWA
370
B. Riley Wealth Advisors
Florida
$479K -$36.6K -342 -7%
SIC
371
Sigma Investment Counselors
Michigan
$476K +$21.4K +200 +5%
MCA
372
MSH Capital Advisors
Arizona
$472K
SDWMA
373
Schneider Downs Wealth Management Advisors
Pennsylvania
$467K
TCWA
374
Ten Capital Wealth Advisors
Washington
$466K +$394K +3,679 +548%
PTC
375
Private Trust Company
Ohio
$463K +$65.9K +615 +17%