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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 %
MBTD
426
Mechanics Bank - Trust Department
California
$350K
PWW
427
Pettyjohn Wood & White
Virginia
$347K +$1.07K +10 +0.3%
DC
428
Davenport & Co
Virginia
$347K +$107 +1 +0%
BJL
429
Brighton Jones LLC
Washington
$346K -$7.39K -69 -2%
LSIA
430
LaSalle St. Investment Advisors
Illinois
$345K -$8.44K -79 -2%
SFG
431
Sage Financial Group
Pennsylvania
$344K +$428 +4 +0.1%
EWM
432
Endurance Wealth Management
Rhode Island
$343K -$1.5K -14 -0.4%
FCFC
433
First Commonwealth Financial Corp
Pennsylvania
$343K
HWA
434
Heartwood Wealth Advisors
Virginia
$342K
RCG
435
Resource Consulting Group
Florida
$340K
CS
436
Capital Square
Tennessee
$339K
SB
437
Strategic Blueprint
Georgia
$334K -$19.2K -179 -5%
IFO
438
Independent Family Office
New York
$332K +$332K +3,100 New
LWCFA
439
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$322K -$8.57K -80 -3%
FT
440
Fiduciary Trust
Massachusetts
$319K +$9.86K +92 +3%
MFA
441
Mayflower Financial Advisors
Massachusetts
$313K
BlackRock
442
BlackRock
New York
$312K -$88.5K -826 -22%
ATC
443
Argent Trust Co
Tennessee
$308K -$28.6K -267 -9%
V
444
Veritable
Delaware
$307K
WP
445
WealthSource Partners
California
$305K -$23.7K -221 -7%
AWA
446
AmeriServ Wealth Advisors
Pennsylvania
$304K -$106K -989 -26%
ECM
447
Evergreen Capital Management
Washington
$304K
SFWA
448
Summit Financial Wealth Advisors
Louisiana
$304K
TW
449
Transform Wealth
Colorado
$303K -$23.4K -218 -7%
CFS
450
CRA Financial Services
New Jersey
$303K