iShares S&P Mid-Cap 400 Value ETF
682 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 213 increasing their positions, 247 reducing their positions, and 38 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
14% less repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 247
34% less call options, than puts
Call options by funds: $361K | Put options by funds: $545K
37% less funds holding in top 10
Funds holding in top 10: 30 → 19 (-11)
Holders
682
Holding in Top 10
19
Calls
$361K
Puts
$545K
Top Buyers
| 1 | +$68.4M | |
| 2 | +$39.6M | |
| 3 | +$25.6M | |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$17.7M |
| 5 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
+$14.5M |
Top Sellers
| 1 | -$49.6M | |
| 2 | -$29.3M | |
| 3 | -$23.6M | |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$23.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$22.6M |