iShares S&P Mid-Cap 400 Value ETF
689 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 223 increasing their positions, 203 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
10% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 203
5.2% less ownership
Funds ownership: 72.6% → 67.39% (-5.2%)
Holders
689
Holding in Top 10
30
Calls
$262K
Puts
–
Top Buyers
| 1 | +$29.8M | |
| 2 | +$23.8M | |
| 3 | +$23.4M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.4M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$19.7M |
Top Sellers
| 1 | -$126M | |
| 2 | -$30.4M | |
| 3 | -$7.9M | |
| 4 |
HAS
Holland Advisory Services
Ormond Beach,
Florida
|
-$6.85M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.57M |