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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 %
SM
451
Sensible Money
Arizona
$367K -$12.8K -112 -3%
FCFC
452
First Commonwealth Financial Corp
Pennsylvania
$365K
HWA
453
Heartwood Wealth Advisors
Virginia
$364K
AFA
454
Alpha Financial Advisors
North Carolina
$363K -$108K -950 -23%
RCG
455
Resource Consulting Group
Florida
$362K
Brown Advisory
456
Brown Advisory
Maryland
$362K +$89.3K +783 +33%
GFP
457
Gryphon Financial Partners
Ohio
$359K +$359K +3,152 New
ES
458
Eagle Strategies
New York
$359K -$26.8K -235 -7%
MBTD
459
Mechanics Bank - Trust Department
California
$357K
QWM
460
Quadcap Wealth Management
Texas
$357K +$357K +3,132 New
DC
461
Davenport & Co
Virginia
$356K -$55.5K -487 -14%
SFG
462
Sage Financial Group
Pennsylvania
$355K +$1.48K +13 +0.4%
IFO
463
Independent Family Office
New York
$354K
WC
464
Weil Company
California
$351K +$342 +3 +0.1%
KL
465
KWMG LLC
Kansas
$345K -$12.3K -108 -3%
EI
466
Ellevest Inc
New York
$341K +$97.4K +854 +40%
PFBT
467
Parkside Financial Bank & Trust
Missouri
$340K
MAM
468
MMA Asset Management
Pennsylvania
$335K -$265K -2,321 -44%
MFA
469
Mayflower Financial Advisors
Massachusetts
$333K
ATC
470
Argent Trust Co
Tennessee
$327K
WP
471
WealthSource Partners
California
$325K
FT
472
Fiduciary Trust
Massachusetts
$322K -$7.41K -65 -2%
BIM
473
Bridges Investment Management
Nebraska
$318K
CFS
474
CRA Financial Services
New Jersey
$317K
MI
475
Moneywise Inc
Virginia
$309K +$2.62K +23 +0.9%