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iShares S&P Mid-Cap 400 Value ETF

728 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 107 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+67
Holders Change %
+10.14%
% of All Funds
10.67%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
107
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 %
Truist Financial
26
Truist Financial
North Carolina
$35.2M -$1.98M -17,324 -5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$32.3M +$2.62M +22,985 +9%
Creative Planning
28
Creative Planning
Kansas
$30.8M -$669K -5,863 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$29.7M +$7.43M +65,147 +33%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$29M +$29M +254,448 New
DPIM
31
Duff & Phelps Investment Management
Illinois
$27.5M +$217K +1,900 +0.8%
Cerity Partners
32
Cerity Partners
New York
$27.1M -$637K -5,584 -2%
CC
33
Courier Capital
New York
$24.4M +$374K +3,277 +2%
MFIM
34
Mesirow Financial Investment Management
Illinois
$23.5M +$23.5M +206,380 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$23.4M +$906K +7,942 +4%
1IA
36
1834 Investment Advisors
Wisconsin
$23.2M -$1.37M -12,006 -6%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$21.9M +$1.79M +15,543 +9%
Osaic Holdings
38
Osaic Holdings
Arizona
$21.9M -$10.1M -88,766 -32%
AAP
39
Arax Advisory Partners
Colorado
$21.1M -$414K -3,629 -2%
KeyBank National Association
40
KeyBank National Association
Ohio
$20.9M -$227K -1,988 -1%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$20.7M +$4.68M +41,062 +29%
Lido Advisors
42
Lido Advisors
California
$19.6M +$283K +2,478 +1%
Mariner
43
Mariner
Kansas
$19.3M +$383K +3,362 +2%
EH
44
Equitable Holdings
New York
$19M -$2.38M -20,837 -11%
SFI
45
SPC Financial Inc
Maryland
$18.7M -$459K -4,028 -2%
SL
46
Salomon & Ludwin
Virginia
$18.4M
RJFSA
47
Raymond James Financial Services Advisors
Florida
$18M +$1M +8,805 +6%
WAS
48
Wealth Advisory Solutions
Indiana
$17.6M -$17.9M -156,930 -50%
FMC
49
First Merchants Corp
Indiana
$16.9M -$262K -2,295 -2%
JE
50
JMAC Enterprises
Pennsylvania
$15.8M +$343K +3,006 +2%