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iShares S&P Mid-Cap 400 Value ETF

730 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, 226 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.21% more ownership

Funds ownership: 67.79%74% (+6.2%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 226

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.09M
Puts
$365K
Net Calls
Net Calls Change

Top Sellers

1 -$28.9M
2 -$23.9M
3 -$22.4M
4
Ameriprise
Ameriprise
Minnesota
-$18.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
351
$638K
352
$635K
353
$635K
354
$625K
355
$625K
356
$622K
357
$617K
358
$610K
359
$605K
360
$604K
361
$600K
362
$599K
363
$595K
364
$593K
365
$591K
366
$589K
367
$588K
368
$580K
369
$573K
370
$569K
371
$565K
372
$560K
373
$559K
374
$556K
375
$555K