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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 %
GVAG
401
Great Valley Advisor Group
Delaware
$480K +$228 +2 +0%
PWM
402
Perigon Wealth Management
California
$475K +$74.7K +655 +19%
PA
403
PFG Advisors
Arizona
$465K -$25.7K -225 -5%
BJL
404
Brighton Jones LLC
Washington
$459K +$81.7K +716 +22%
IA
405
IFG Advisors
Missouri
$457K
MAM
406
Mystic Asset Management
Rhode Island
$456K
WFM
407
Wolff Financial Management
Michigan
$456K
CCB
408
Country Club Bank
Missouri
$449K -$19.6K -170 -4%
MSFS
409
Main Street Financial Solutions
Pennsylvania
$447K +$65.7K +576 +17%
FFWA
410
FRG Family Wealth Advisors
Washington
$445K
SYBT
411
Stock Yards Bank & Trust
Kentucky
$443K -$62.7K -550 -12%
CIA
412
Capital Investment Advisors
Georgia
$441K -$11.3K -99 -2%
UCB
413
United Community Bank
South Carolina
$438K -$142K -1,243 -24%
SDWMA
414
Schneider Downs Wealth Management Advisors
Pennsylvania
$437K
FA
415
Financial Alternatives
California
$434K
JWCA
416
J.W. Cole Advisors
Florida
$433K +$29.7K +260 +7%
SI
417
Stephens Inc
Arkansas
$428K +$570 +5 +0.1%
CAM
418
Close Asset Management
United Kingdom
$427K
PCH
419
PGIM Custom Harvest
New Jersey
$422K
NF
420
Norwood Financial
Pennsylvania
$414K -$8.1K -71 -2%
EPW
421
Evergreen Private Wealth
Colorado
$414K +$414K +3,630 New
SC
422
SouthState Corp
Florida
$413K
JF
423
JSF Financial
California
$412K -$92.8K -814 -18%
RMCM
424
Reynders McVeigh Capital Management
Massachusetts
$411K
MCM
425
MV Capital Management
Maryland
$411K -$85.2K -747 -17%