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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 %
CFD
351
Creative Financial Designs
Indiana
$635K +$6.04K +53 +1%
CWM
352
Cornerstone Wealth Management
Missouri
$635K +$147K +1,289 +30%
RSWM
353
Robertson Stephens Wealth Management
California
$625K -$64.9K -569 -9%
DWM
354
Dakota Wealth Management
Florida
$625K +$684 +6 +0.1%
PCMC
355
Private Capital Management (Colorado)
Colorado
$622K
JFG
356
JMG Financial Group
Illinois
$617K -$123K -1,078 -17%
BFS
357
Bradley Foster & Sargent
Connecticut
$610K +$154K +1,351 +34%
SF
358
Synovus Financial
Georgia
$605K -$33.8K -296 -5%
TWP
359
Total Wealth Planning
Ohio
$604K
SI
360
Saxon Interests
Texas
$600K +$600K +5,265 New
DTC
361
Davidson Trust Company
Washington
$599K -$56.5K -496 -9%
TSW
362
Thompson Siegel & Walmsley
Virginia
$595K +$401K +3,520 +207%
HIA
363
Harbor Investment Advisory
Maryland
$593K -$85.5K -750 -13%
CA
364
Cambridge Advisors
Nebraska
$591K -$2.51K -22 -0.4%
AL
365
Aspiriant LLC
California
$589K
HP
366
Holistic Planning
Texas
$588K +$588K +5,160 New
WS
367
Wedbush Securities
California
$580K +$23K +202 +4%
CA
368
Cetera Advisors
Colorado
$573K +$228 +2 +0%
MBT
369
Montecito Bank & Trust
California
$569K -$20.5K -180 -3%
FCAM
370
First Citizens Asset Management
North Carolina
$565K -$1.14K -10 -0.2%
FI
371
FWG Investments
Kentucky
$560K +$560K +4,915 New
AFTS
372
American Financial & Tax Strategies
New York
$559K +$559K +4,900 New
CPC
373
Cookson Peirce & Co
Pennsylvania
$556K +$27.2K +239 +5%
LPAM
374
Lodestar Private Asset Management
California
$555K +$7.19K +63 +1%
AC
375
AWM Capital
Arizona
$550K