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iShares S&P Mid-Cap 400 Value ETF

675 hedge funds and large institutions have $4.87B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 236 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
10.65%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
56
Increased
198
Reduced
236
Closed
55
Calls
$1.24M
Puts
Net Calls
+$1.24M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
TSW
526
Thompson Siegel & Walmsley
Virginia
$214K +$79.3K +740 +59%
SWA
527
Stratos Wealth Advisors
Ohio
$214K +$214K +1,996 New
CD
528
Chapin Davis
Maryland
$213K
AWM
529
Aprio Wealth Management
Georgia
$213K +$214 +2 +0.1%
MSWM
530
McGlone Suttner Wealth Management
Wisconsin
$212K +$212K +1,979 New
MW
531
MBL Wealth
North Carolina
$209K
BFM
532
Boston Financial Management
Massachusetts
$209K -$11.7K -109 -5%
RA
533
Ruggaard & Associates
Ohio
$208K +$208K +1,942 New
RRC
534
Relaxing Retirement Coach
Massachusetts
$208K +$208K +1,940 New
PGA
535
Portland Global Advisors
Maine
$207K +$207K +1,934 New
RMDI
536
R.M. Davis Inc
Maine
$206K +$206K +1,923 New
RWP
537
Revolve Wealth Partners
New Jersey
$206K +$206K +1,919 New
MWM
538
Mission Wealth Management
California
$205K +$205K +1,913 New
KFAA
539
Klaas Financial Asset Advisors
Illinois
$200K +$200K +1,870 New
SSB
540
Sandy Spring Bank
Maryland
$179K
National Bank of Canada
541
National Bank of Canada
Quebec, Canada
$175K
GEA
542
Glen Eagle Advisors
New Jersey
$175K +$37.5K +350 +27%
HPC
543
HM Payson & Co
Maine
$163K -$11.4K -106 -7%
FRA
544
Front Row Advisors
California
$162K -$8.06K -75 -5%
GCM
545
Gables Capital Management
Florida
$161K
PP
546
PFS Partners
New Jersey
$160K
JEST
547
JTC Employer Solutions Trustee
Jersey
$160K
MIM
548
Macroview Investment Management
Maryland
$156K +$11.6K +108 +8%
BSWA
549
Bromfield Sneider Wealth Advisors
Massachusetts
$154K
ST
550
Smithfield Trust
Pennsylvania
$152K