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iShares S&P Mid-Cap 400 Value ETF

730 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, 226 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.21% more ownership

Funds ownership: 67.79%74% (+6.2%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 226

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.09M
Puts
$365K
Net Calls
Net Calls Change

Top Sellers

1 -$28.9M
2 -$23.9M
3 -$22.4M
4
Ameriprise
Ameriprise
Minnesota
-$18.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
501
$272K
502
$271K
503
$271K
504
$271K
505
$267K
506
$267K
507
$267K
508
$266K
509
$266K
510
$266K
511
$260K
512
$258K
513
$258K
514
$257K
515
$256K
516
$256K
517
$255K
518
$255K
519
$250K
520
$249K
521
$249K
522
$248K
523
$245K
524
$245K
525
$244K