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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 %
HAS
451
Holland Advisory Services
Florida
$301K +$964 +9 +0.3%
BIM
452
Bridges Investment Management
Nebraska
$299K
PFBT
453
Parkside Financial Bank & Trust
Missouri
$298K
CFO
454
Collective Family Office
Pennsylvania
$297K -$97.7K -912 -25%
IWC
455
Integrated Wealth Concepts
Massachusetts
$295K
MWM
456
Mattern Wealth Management
Kansas
$291K -$56.1K -524 -16%
HH
457
Hilltop Holdings
Texas
$290K
MA
458
MKT Advisors
California
$289K
WB
459
WesBanco Bank
West Virginia
$289K -$27.7K -258 -9%
AWA
460
Arkadios Wealth Advisors
Georgia
$289K -$11.8K -110 -4%
MI
461
Moneywise Inc
Virginia
$288K +$750 +7 +0.3%
DJYG
462
David J. Yvars Group
Florida
$288K
LWM
463
Lyell Wealth Management
California
$287K
AMG
464
Advisors Management Group
Wisconsin
$286K
VIA
465
Vickerman Investment Advisors
Washington
$286K -$9.32K -87 -3%
SG
466
StoneX Group
New York
$283K -$241K -2,252 -46%
FNBTCON
467
First National Bank & Trust Co of Newtown
Pennsylvania
$283K
PWM
468
PBMares Wealth Management
Virginia
$282K +$321 +3 +0.1%
RPCONE
469
Retirement Planning Company of New England
Rhode Island
$281K
SW
470
SVB Wealth
Massachusetts
$280K -$11.1K -104 -4%
IA
471
Insight Advisors
Pennsylvania
$275K +$214 +2 +0.1%
AHB
472
Abner Herrman & Brock
New Jersey
$268K
PFA
473
Professional Financial Advisors
Nebraska
$267K +$267K +2,496 New
RWM
474
Rockwood Wealth Management
Pennsylvania
$265K +$750 +7 +0.3%
CST
475
Charles Schwab Trust
Nevada
$265K