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iShares S&P Mid-Cap 400 Value ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
476
Lyell Wealth Management
California
$244K -$26.2K -260 -10%
FRA
477
Frank Rimerman Advisors
California
$243K
DIA
478
Dana Investment Advisors
Wisconsin
$243K +$243K +2,403 New
KIA
479
KCM Investment Advisors
California
$241K
Brown Advisory
480
Brown Advisory
Maryland
$241K
HIMC
481
Heritage Investors Management Corp
Maryland
$240K
CA
482
CoreCap Advisors
Michigan
$239K -$103K -1,024 -30%
PIM
483
Penobscot Investment Management
Massachusetts
$237K +$237K +2,331 New
VNA
484
Valley National Advisers
Pennsylvania
$236K
RWP
485
RWA Wealth Partners
Massachusetts
$235K
Allspring Global Investments
486
Allspring Global Investments
North Carolina
$233K +$233K +2,306 New
MWM
487
Mattern Wealth Management
Kansas
$230K -$44K -436 -16%
LOPW
488
Live Oak Private Wealth
North Carolina
$230K
VIA
489
Vickerman Investment Advisors
Washington
$229K -$39.9K -395 -15%
NSG
490
Nalls Sherbakoff Group
Tennessee
$229K
BONH
491
Bank of New Hampshire
New Hampshire
$228K
ZF
492
Zhang Financial
Michigan
$227K
PIMG
493
Patriot Investment Management Group
Tennessee
$227K
MA
494
Mutual Advisors
Nebraska
$225K -$2.89M -28,667 -93%
FMWA
495
Forvis Mazars Wealth Advisors
Missouri
$225K -$4.75K -47 -2%
CWM
496
ClientFirst Wealth Management
Arkansas
$223K
WB
497
West Bancorporation
Iowa
$223K -$16.1K -160 -7%
WCP
498
Wick Capital Partners
Pennsylvania
$221K +$221K +2,193 New
HI
499
Harbour Investments
Wisconsin
$219K
PFA
500
Petra Financial Advisors
Colorado
$217K