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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 %
PCH
401
PGIM Custom Harvest
New Jersey
$396K
JWCA
402
J.W. Cole Advisors
Florida
$394K -$9.75K -91 -2%
SC
403
SouthState Corp
Florida
$388K
RDFA
404
Ritter Daniher Financial Advisory
Ohio
$387K -$65.3K -610 -14%
RMCM
405
Reynders McVeigh Capital Management
Massachusetts
$386K -$107K -1,000 -22%
RWG
406
Ratio Wealth Group
Colorado
$381K +$381K +3,559 New
FM
407
Foster & Motley
Ohio
$379K -$41.8K -390 -10%
BHBT
408
Burke & Herbert Bank & Trust
Virginia
$378K -$82.2K -767 -18%
IWM
409
IHT Wealth Management
Illinois
$376K +$38K +355 +11%
WFAG
410
Wescott Financial Advisory Group
Pennsylvania
$376K -$5.14K -48 -1%
GA
411
Goldstein Advisors
Wisconsin
$366K +$2.68K +25 +0.7%
Empower Advisory Group
412
Empower Advisory Group
Colorado
$365K
KL
413
KWMG LLC
Kansas
$364K -$429 -4 -0.1%
RBC
414
Romano Brothers & Co
Illinois
$364K
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$364K -$117K -1,092 -24%
CA
416
CoreCap Advisors
Michigan
$363K +$363K +3,389 New
TCOV
417
Trust Company of Vermont
Vermont
$362K -$35.9K -335 -9%
MWM
418
Meridian Wealth Management
Kentucky
$361K -$192K -1,788 -35%
ES
419
Eagle Strategies
New York
$361K +$857 +8 +0.2%
MSFS
420
Main Street Financial Solutions
Pennsylvania
$360K +$35.4K +330 +11%
EWA
421
Encompass Wealth Advisors
Oregon
$358K
SM
422
Sensible Money
Arizona
$357K
IAA
423
Independent Advisor Alliance
North Carolina
$352K +$93.1K +869 +36%
AMCA
424
Arthur M. Cohen & Associates
Illinois
$351K -$305K -2,843 -46%
WTB
425
Washington Trust Bank
Washington
$350K