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

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.

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

Top Buyers

1
LPL Financial
1
LPL Financial
California
$86.2M
2
WAS
2
Wealth Advisory Solutions
Indiana
$33.5M
3
WIA
3
World Investment Advisors
California
$18.3M
4
KBC
4
Key Bridge Compliance
$15.8M
5
Comerica Bank
5
Comerica Bank
Texas
$13.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$229M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$26.3M
3
Wells Fargo
3
Wells Fargo
California
$404M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$173M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$338M
Name Market Value Shares Shares
Change 		Shares
Change %
BF
26
BOK Financial
Oklahoma
$31.8M 334,791 -4,948 -1%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$30.6M 303,135 +7,430 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$28.4M 280,720 -44,686 -14%
Creative Planning
29
Creative Planning
Kansas
$27.9M 276,225 -8,331 -3%
SAF
30
Smith Anglin Financial
Texas
$26.8M 265,789 +17,636 +7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$26.3M 260,674 -268,446 -51%
PFO
32
Pathstone Family Office
New Jersey
$25.8M 255,717 +2,248 +0.9%
Cerity Partners
33
Cerity Partners
New York
$24.7M 242,973 -30,105 -11%
DPIM
34
Duff & Phelps Investment Management
Illinois
$24.1M 238,835 – –
AA
35
Alesco Advisors
New York
$23.1M 228,447 -5,174 -2%
1IA
36
1834 Investment Advisors
Wisconsin
$21.8M 215,590 -16,475 -7%
CC
37
Courier Capital
New York
$21.2M 210,519 +1,508 +0.7%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$19.9M 196,998 +5,937 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
$19.8M 195,633 +25,375 +15%
AAP
40
Arax Advisory Partners
Colorado
$19M 188,243 +91,417 +94%
EH
41
Equitable Holdings
New York
$18.9M 187,297 +1,018 +0.5%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$18.7M 174,544 -38,250 -18%
KeyBank National Association
43
KeyBank National Association
Ohio
$18.7M 185,121 -5,742 -3%
SL
44
Salomon & Ludwin
Virginia
$18.4M 182,686 -863 -0.5%
WIA
45
World Investment Advisors
California
$18.3M 180,464 +159,967 +780%
Lido Advisors
46
Lido Advisors
California
$17.1M 169,680 -113,266 -40%
SFI
47
SPC Financial Inc
Maryland
$17M 168,075 -407 -0.2%
Mariner
48
Mariner
Kansas
$16.7M 165,661 +23,445 +16%
KBC
49
Key Bridge Compliance
$15.8M 156,930 +156,930 New
FMC
50
First Merchants Corp
Indiana
$15.1M 150,070 -7,888 -5%
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