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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 %
IA
376
IFP Advisors
Florida
$463K -$183K -1,707 -28%
MMHP
377
Murphy Middleton Hinkle & Parker
Georgia
$458K +$750 +7 +0.2%
GIA
378
Gladstone Institutional Advisory
Florida
$457K -$119K -1,113 -21%
SYBT
379
Stock Yards Bank & Trust
Kentucky
$456K
GVAG
380
Great Valley Advisor Group
Delaware
$451K -$17.7K -165 -4%
SWM
381
SeaCrest Wealth Management
New York
$447K +$321 +3 +0.1%
MCM
382
MV Capital Management
Maryland
$447K -$133K -1,243 -23%
EWM
383
EPG Wealth Management
Georgia
$446K -$41K -383 -8%
PA
384
PFG Advisors
Arizona
$445K -$750 -7 -0.2%
AFA
385
Alpha Financial Advisors
North Carolina
$443K
CCB
386
Country Club Bank
Missouri
$433K
WC
387
Weil Company
California
$431K +$7.28K +68 +2%
IA
388
IFG Advisors
Missouri
$429K
MAM
389
Mystic Asset Management
Rhode Island
$429K
BFS
390
Bradley Foster & Sargent
Connecticut
$428K +$43.3K +404 +11%
IAA
391
Ironsides Asset Advisors
North Carolina
$428K
FFWA
392
FRG Family Wealth Advisors
Washington
$420K +$10.9K +102 +3%
PPW
393
Presilium Private Wealth
Pennsylvania
$420K +$107K +1,000 +34%
CFO
394
Callan Family Office
Pennsylvania
$414K
FA
395
Financial Alternatives
California
$408K
FA
396
FC Advisory
Pennsylvania
$407K +$23.6K +220 +6%
KCM
397
Kanawha Capital Management
Virginia
$407K
SI
398
Stephens Inc
Arkansas
$401K
CAM
399
Close Asset Management
United Kingdom
$401K
NF
400
Norwood Financial
Pennsylvania
$397K