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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 %
CA
501
CoreCap Advisors
Michigan
$271K +$1.6K +14 +0.6%
HIMC
502
Heritage Investors Management Corp
Maryland
$271K
SAG
503
SageView Advisory Group
California
$271K +$271K +2,400 New
CL
504
Choreo LLC
Illinois
$267K +$267K +2,344 New
LWM
505
Lyell Wealth Management
California
$267K -$8.55K -75 -3%
SW
506
SVB Wealth
Massachusetts
$267K +$38.5K +338 +17%
PGA
507
Portland Global Advisors
Maine
$266K +$266K +2,336 New
VNA
508
Valley National Advisers
Pennsylvania
$266K
MWM
509
Meridian Wealth Management
Kentucky
$266K -$261K -2,287 -50%
MWM
510
Mattern Wealth Management
Kansas
$260K
NSG
511
Nalls Sherbakoff Group
Tennessee
$258K
DIA
512
Dana Investment Advisors
Wisconsin
$258K -$16.5K -145 -6%
ZF
513
Zhang Financial
Michigan
$257K
FMWA
514
Forvis Mazars Wealth Advisors
Missouri
$256K +$2.05K +18 +0.8%
PIMG
515
Patriot Investment Management Group
Tennessee
$256K
VIA
516
Vickerman Investment Advisors
Washington
$255K -$3.88K -34 -1%
BCM
517
Brookstone Capital Management
Illinois
$255K -$189K -1,658 -43%
RP
518
Riverwater Partners
Wisconsin
$250K -$76.4K -670 -23%
HWMA
519
Heritage Wealth Management (Arizona)
Arizona
$249K +$249K +2,188 New
CFG
520
Cosner Financial Group
Colorado
$249K -$6M -52,610 -96%
HI
521
Harbour Investments
Wisconsin
$248K
PFA
522
Petra Financial Advisors
Colorado
$245K
ICM
523
IMS Capital Management
Oregon
$245K
FNBTCON
524
First National Bank & Trust Co of Newtown
Pennsylvania
$244K
RWP
525
RWA Wealth Partners
Massachusetts
$242K -$23.8K -209 -9%