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iShares S&P Mid-Cap 400 Value ETF

729 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 108 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+68
Holders Change %
+10.29%
% of All Funds
10.69%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
108
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 %
HH
476
Hilltop Holdings
Texas
$309K
CST
477
Charles Schwab Trust
Nevada
$308K
AMG
478
Advisors Management Group
Wisconsin
$304K
TW
479
Transform Wealth
Colorado
$302K -$11.4K -100 -4%
PWM
480
PBMares Wealth Management
Virginia
$301K +$1.14K +10 +0.4%
RPCONE
481
Retirement Planning Company of New England
Rhode Island
$299K
WCA
482
Waypoint Capital Advisors
Minnesota
$297K +$62.7K +550 +27%
SA
483
Sunesis Advisors
Kansas
$296K
MWM
484
Mission Wealth Management
California
$292K +$292K +2,561 New
IA
485
Insight Advisors
Pennsylvania
$291K -$1.26K -11 -0.4%
MA
486
MKT Advisors
California
$290K
WH
487
Willner & Heller
California
$288K +$288K +2,523 New
CWS
488
Confluence Wealth Services
Pennsylvania
$283K
FFN
489
Focus Financial Network
Minnesota
$281K +$281K +2,468 New
PIM
490
Penobscot Investment Management
Massachusetts
$281K +$14.8K +130 +6%
PP
491
Pegasus Partners
Wisconsin
$278K +$278K +2,436 New
HTC
492
Haverford Trust Company
Pennsylvania
$278K
RWM
493
Rockwood Wealth Management
Pennsylvania
$277K -$4.68K -41 -2%
BSSFA
494
Baron Silver Stevens Financial Advisors
Florida
$276K
RBC
495
Romano Brothers & Co
Illinois
$275K -$112K -980 -29%
FRA
496
Frank Rimerman Advisors
California
$275K
S
497
SignatureFD
Georgia
$274K +$135K +1,187 +98%
CAM
498
Clarity Asset Management
Iowa
$273K +$273K +2,394 New
KIA
499
KCM Investment Advisors
California
$273K
AAS
500
Ameritas Advisory Services
Nebraska
$272K -$192K -1,690 -41%