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iShares S&P Mid-Cap 400 Value ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
476
Bar Harbor Wealth Management
New Hampshire
$262K
HTC
477
Haverford Trust Company
Pennsylvania
$261K +$27.3K +255 +12%
CWS
478
Confluence Wealth Services
Pennsylvania
$260K
BSSFA
479
Baron Silver Stevens Financial Advisors
Florida
$259K
CT
480
Cambridge Trust
Massachusetts
$259K +$86.9K +811 +50%
FRA
481
Frank Rimerman Advisors
California
$258K
KIA
482
KCM Investment Advisors
California
$256K
Brown Advisory
483
Brown Advisory
Maryland
$256K +$107 +1 +0%
HIMC
484
Heritage Investors Management Corp
Maryland
$255K
WB
485
West Bancorporation
Iowa
$254K
VNA
486
Valley National Advisers
Pennsylvania
$251K
RWP
487
RWA Wealth Partners
Massachusetts
$250K +$250K +2,333 New
KPWS
488
Kestra Private Wealth Services
Texas
$248K +$4.39K +41 +2%
CWM
489
ClientFirst Wealth Management
Arkansas
$247K
MG
490
Mather Group
Illinois
$246K +$30.2K +282 +14%
LOPW
491
Live Oak Private Wealth
North Carolina
$244K +$244K +2,279 New
FMWA
492
Forvis Mazars Wealth Advisors
Missouri
$244K -$17.7K -165 -7%
BONH
493
Bank of New Hampshire
New Hampshire
$242K
LWM
494
Laidlaw Wealth Management
New York
$242K -$32.1K -300 -12%
ZF
495
Zhang Financial
Michigan
$241K
PIMG
496
Patriot Investment Management Group
Tennessee
$240K
IAIM
497
International Assets Investment Management
Florida
$236K +$14.1K +132 +6%
Wealth Enhancement Advisory Services
498
Wealth Enhancement Advisory Services
Minnesota
$234K +$8.57K +80 +4%
HI
499
Harbour Investments
Wisconsin
$233K +$32.9K +307 +16%
AWA
500
Arete Wealth Advisors
Illinois
$231K -$28.1K -262 -11%