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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$282M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$56.7M
3
AAP
3
Arax Advisory Partners
Colorado
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M
5
FCFC
5
First Citizens Financial Corp
Iowa
$5.75M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$126M
2
AssetMark Inc
2
AssetMark Inc
California
$16.9K
3
Wells Fargo
3
Wells Fargo
California
$449M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$373M
5
WSFS
5
Wilmington Savings Fund Society
Delaware
$49.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$36.1M 336,647 -31,857 -9%
Osaic Holdings
27
Osaic Holdings
Arizona
$34.9M 325,406 -55,009 -14%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$31.7M 295,705 +5,760 +2%
Creative Planning
29
Creative Planning
Kansas
$30.5M 284,556 -6,151 -2%
Lido Advisors
30
Lido Advisors
California
$30.3M 282,946 +11,647 +4%
Cerity Partners
31
Cerity Partners
New York
$29.3M 273,078 -240,034 -47%
PFO
32
Pathstone Family Office
New Jersey
$27.2M 253,469 -816 -0.3%
SAF
33
Smith Anglin Financial
Texas
$26.6M 248,153 -21,372 -8%
DPIM
34
Duff & Phelps Investment Management
Illinois
$25.6M 238,835 +1,650 +0.7%
AA
35
Alesco Advisors
New York
$25M 233,621 -2,796 -1%
1IA
36
1834 Investment Advisors
Wisconsin
$24.9M 232,065 -15,274 -6%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$24.8M 231,632 +50,447 +28%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$22.9M 212,794 -5,334 -2%
Stifel Financial
39
Stifel Financial
Missouri
$22.8M 212,364 +30,719 +17%
CC
40
Courier Capital
New York
$22.4M 209,011 +12,782 +7%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$20.5M 191,061 +20,816 +12%
KeyBank National Association
42
KeyBank National Association
Ohio
$20.4M 190,863 -14,936 -7%
EH
43
Equitable Holdings
New York
$20M 186,279 +952 +0.5%
SL
44
Salomon & Ludwin
Virginia
$19.7M 183,549 +266 +0.1%
HighTower Advisors
45
HighTower Advisors
Illinois
$18.2M 170,258 +23,274 +16%
M&T Bank
46
M&T Bank
New York
$18.1M 169,012 -91,665 -35%
SFI
47
SPC Financial Inc
Maryland
$18M 168,482 +2,022 +1%
WAS
48
Wealth Advisory Solutions
Indiana
$17.1M 159,239 -1,438 -0.9%
FMC
49
First Merchants Corp
Indiana
$16.9M 157,958 -997 -0.6%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$16.6M 154,656 +22,688 +17%
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