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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 %
HAS
451
Holland Advisory Services
Florida
$284K
Renaissance Technologies
452
Renaissance Technologies
New York
$283K +$283K +2,800 New
BIM
453
Bridges Investment Management
Nebraska
$281K
CFS
454
CRA Financial Services
New Jersey
$280K -$5.05K -50 -2%
TW
455
Transform Wealth
Colorado
$278K -$8.2K -81 -3%
LWCFA
456
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K -$17.6K -180 -6%
HH
457
Hilltop Holdings
Texas
$274K
DJYG
458
David J. Yvars Group
Florida
$273K
CST
459
Charles Schwab Trust
Nevada
$273K
CFO
460
Collective Family Office
Pennsylvania
$272K -$8.07K -80 -3%
WPW
461
Waldron Private Wealth
Pennsylvania
$272K +$56K +552 +26%
MI
462
Moneywise Inc
Virginia
$271K
AMG
463
Advisors Management Group
Wisconsin
$269K
QCM
464
QRG Capital Management
Illinois
$268K +$268K +2,656 New
PWM
465
PBMares Wealth Management
Virginia
$265K
RPCONE
466
Retirement Planning Company of New England
Rhode Island
$264K
SA
467
Sunesis Advisors
Kansas
$262K +$262K +2,596 New
IA
468
Insight Advisors
Pennsylvania
$259K
MA
469
MKT Advisors
California
$259K
WB
470
WesBanco Bank
West Virginia
$258K -$14K -139 -5%
SG
471
StoneX Group
New York
$257K -$11K -108 -4%
CWS
472
Confluence Wealth Services
Pennsylvania
$250K +$5.45K +54 +2%
RWM
473
Rockwood Wealth Management
Pennsylvania
$250K
HTC
474
Haverford Trust Company
Pennsylvania
$246K
BSSFA
475
Baron Silver Stevens Financial Advisors
Florida
$244K