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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 %
IWM
426
IHT Wealth Management
Illinois
$410K +$9.92K +87 +2%
MMHP
427
Murphy Middleton Hinkle & Parker
Georgia
$410K -$55K -482 -12%
WAP
428
Wealthcare Advisory Partners
Pennsylvania
$405K -$92.8K -814 -19%
RWG
429
Ratio Wealth Group
Colorado
$404K -$1.82K -16 -0.4%
FM
430
Foster & Motley
Ohio
$404K
BHBT
431
Burke & Herbert Bank & Trust
Virginia
$403K
WFAG
432
Wescott Financial Advisory Group
Pennsylvania
$403K -$26.9K -236 -6%
WB
433
WesBanco Bank
West Virginia
$401K +$110K +961 +38%
GIA
434
Gladstone Institutional Advisory
Florida
$400K -$79.6K -698 -17%
PFA
435
Professional Financial Advisors
Nebraska
$399K
TSWM
436
Triangle Securities Wealth Management
North Carolina
$397K +$397K +3,480 New
CAG
437
Crestwood Advisors Group
Massachusetts
$396K +$24.7K +217 +7%
Empower Advisory Group
438
Empower Advisory Group
Colorado
$396K -$342 -3 -0.1%
GA
439
Goldstein Advisors
Wisconsin
$390K
ECM
440
Evergreen Capital Management
Washington
$390K
CFO
441
Callan Family Office
Pennsylvania
$386K
TCOV
442
Trust Company of Vermont
Vermont
$385K
EWA
443
Encompass Wealth Advisors
Oregon
$381K
QCM
444
QRG Capital Management
Illinois
$381K +$78.3K +687 +26%
T
445
TNF
Montana
$376K +$139K +1,228 +59%
IAA
446
Independent Advisor Alliance
North Carolina
$375K
IWC
447
Integrated Wealth Concepts
Massachusetts
$375K +$29.1K +255 +8%
PTC
448
Private Trust Company
Ohio
$373K
WTB
449
Washington Trust Bank
Washington
$373K
PWW
450
Pettyjohn Wood & White
Virginia
$369K