iShares S&P Mid-Cap 400 Value ETF
663 hedge funds and large institutions have $4.49B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 234 reducing their positions, and 49 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
8% less capital invested
Capital invested by funds: $4.88B → $4.49B (-$386M)
20% less call options, than puts
Call options by funds: $283K | Put options by funds: $353K
31% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 234
Holders
663
Holding in Top 10
22
Calls
$283K
Puts
$353K
Top Buyers
| 1 | +$26.9M | |
| 2 | +$16.3M | |
| 3 | +$16.2M | |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$13.5M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.82M |
Top Sellers
| 1 | -$36.5M | |
| 2 | -$27.1M | |
| 3 | -$18.8M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.4M |