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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 %
RIM
376
Rockbridge Investment Management
New York
$545K +$9.92K +87 +2%
KCM
377
Kanawha Capital Management
Virginia
$537K +$83.7K +734 +18%
FLPIM
378
F.L. Putnam Investment Management
Massachusetts
$536K -$5.82K -51 -1%
MCA
379
MSH Capital Advisors
Arizona
$534K +$36.5K +320 +7%
GL
380
Graypoint LLC
New York
$532K
PIA
381
Panoramic Investment Advisors
Colorado
$531K
CCA
382
Cobblestone Capital Advisors
New York
$531K
FA
383
FC Advisory
Pennsylvania
$531K +$121K +1,058 +29%
PWP
384
Perfromance Wealth Partners
Illinois
$527K -$192K -1,683 -27%
AFP
385
Ausdal Financial Partners
Iowa
$526K +$526K +4,616 New
KPWS
386
Kestra Private Wealth Services
Texas
$525K +$19.6K +172 +4%
CSIC
387
Clifford Swan Investment Counsel
California
$523K
OCM
388
Objective Capital Management
Ohio
$519K +$282K +2,474 +119%
B
389
Bailard
California
$514K
SBWIC
390
Schaper Benz & Wise Investment Counsel
Wisconsin
$513K
BRWA
391
B. Riley Wealth Advisors
Florida
$513K +$3.31K +29 +0.6%
IA
392
IFG Advisory
Georgia
$507K +$1.48K +13 +0.3%
EWM
393
EPG Wealth Management
Georgia
$505K +$49K +448 +11%
BAM
394
Belpointe Asset Management
Nevada
$501K -$20.2K -177 -4%
SWM
395
SeaCrest Wealth Management
New York
$501K +$35.5K +318 +8%
FA
396
Fiduciary Alliance
South Carolina
$501K -$61.6K -540 -11%
QCG
397
Quadrant Capital Group
Ohio
$495K -$141K -1,234 -22%
AA
398
Ancora Advisors
Ohio
$490K +$490K +4,300 New
SIC
399
Sigma Investment Counselors
Michigan
$489K -$18.2K -160 -4%
BFA
400
Beaumont Financial Advisors
Massachusetts
$482K -$55.9K -490 -10%