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iShares S&P Mid-Cap 400 Value ETF

661 hedge funds and large institutions have $4.49B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
-14
Holders Change %
-2.07%
% of All Funds
10.54%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
48
Increased
161
Reduced
233
Closed
49
Calls
$283K
Puts
$353K
Net Calls
-$70K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
376
MSH Capital Advisors
Arizona
$440K -$5.05K -50 -1%
MCM
377
MV Capital Management
Maryland
$439K +$17.9K +177 +4%
PA
378
PFG Advisors
Arizona
$434K +$14.7K +146 +4%
CWM
379
Cornerstone Wealth Management
Missouri
$432K -$52.3K -518 -11%
BFS
380
Bradley Foster & Sargent
Connecticut
$428K
GIA
381
Gladstone Institutional Advisory
Florida
$424K -$6.56K -65 -2%
GVAG
382
Great Valley Advisor Group
Delaware
$424K
SWM
383
SeaCrest Wealth Management
New York
$421K
EWM
384
EPG Wealth Management
Georgia
$420K
AFA
385
Alpha Financial Advisors
North Carolina
$417K
AAS
386
Ameritas Advisory Services
Nebraska
$413K +$413K +4,087 New
MMHP
387
Murphy Middleton Hinkle & Parker
Georgia
$411K -$19.6K -194 -5%
CCB
388
Country Club Bank
Missouri
$411K
IA
389
IFG Advisors
Missouri
$404K
WFM
390
Wolff Financial Management
Michigan
$404K +$404K +4,000 New
IAA
391
Ironsides Asset Advisors
North Carolina
$404K
MAM
392
Mystic Asset Management
Rhode Island
$404K
KCM
393
Kanawha Capital Management
Virginia
$402K +$18.3K +181 +5%
CIA
394
Capital Investment Advisors
Georgia
$400K +$400K +3,964 New
PPW
395
Presilium Private Wealth
Pennsylvania
$397K +$1.62K +16 +0.4%
FFWA
396
FRG Family Wealth Advisors
Washington
$394K -$2.02K -20 -0.5%
SDWMA
397
Schneider Downs Wealth Management Advisors
Pennsylvania
$386K -$53.8K -533 -12%
FA
398
Financial Alternatives
California
$384K
WFAG
399
Wescott Financial Advisory Group
Pennsylvania
$380K +$26.1K +259 +7%
SI
400
Stephens Inc
Arkansas
$378K