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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 %
SM
426
Sensible Money
Arizona
$336K
BJL
427
Brighton Jones LLC
Washington
$334K +$8.07K +80 +2%
IAA
428
Independent Advisor Alliance
North Carolina
$332K
AMCA
429
Arthur M. Cohen & Associates
Illinois
$331K
PTC
430
Private Trust Company
Ohio
$330K -$106K -1,048 -24%
WTB
431
Washington Trust Bank
Washington
$330K
CAG
432
Crestwood Advisors Group
Massachusetts
$329K +$329K +3,257 New
PWW
433
Pettyjohn Wood & White
Virginia
$327K
FCFC
434
First Commonwealth Financial Corp
Pennsylvania
$323K
HWA
435
Heartwood Wealth Advisors
Virginia
$322K
RCG
436
Resource Consulting Group
Florida
$320K
KL
437
KWMG LLC
Kansas
$317K -$26.4K -262 -8%
MBTD
438
Mechanics Bank - Trust Department
California
$316K -$13.5K -134 -4%
IFO
439
Independent Family Office
New York
$313K
SFG
440
Sage Financial Group
Pennsylvania
$313K -$11.9K -118 -4%
WC
441
Weil Company
California
$311K -$94.9K -940 -23%
IWC
442
Integrated Wealth Concepts
Massachusetts
$306K +$28.8K +285 +10%
PFBT
443
Parkside Financial Bank & Trust
Missouri
$301K +$20.2K +200 +7%
MFA
444
Mayflower Financial Advisors
Massachusetts
$295K
FT
445
Fiduciary Trust
Massachusetts
$292K -$9.08K -90 -3%
ATC
446
Argent Trust Co
Tennessee
$290K
BlackRock
447
BlackRock
New York
$289K -$4.74K -47 -2%
IA
448
IFP Advisors
Florida
$289K -$147K -1,457 -34%
RP
449
Riverwater Partners
Wisconsin
$289K +$289K +2,860 New
WP
450
WealthSource Partners
California
$287K