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iShares S&P Mid-Cap 400 Value ETF

661 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, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
-14
Holders Change %
-2.07%
% of All Funds
10.54%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
48
Increased
161
Reduced
233
Closed
49
Calls
$283K
Puts
$353K
Net Calls
-$70K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
526
Concourse Financial Group Securities
Alabama
$195K -$16.7K -165 -8%
NS
527
NBC Securities
Alabama
$178K +$178K +1,767 New
SSB
528
Sandy Spring Bank
Maryland
$174K +$5.35K +53 +3%
TSW
529
Thompson Siegel & Walmsley
Virginia
$172K -$30K -297 -15%
GBT
530
Grove Bank & Trust
Florida
$170K +$40.4K +400 +31%
GEA
531
Glen Eagle Advisors
New Jersey
$165K
National Bank of Canada
532
National Bank of Canada
Quebec, Canada
$160K -$1.39K -14 -0.9%
HPC
533
HM Payson & Co
Maine
$153K
GCM
534
Gables Capital Management
Florida
$151K
PP
535
PFS Partners
New Jersey
$151K
JEST
536
JTC Employer Solutions Trustee
Jersey
$151K
KFI
537
Key Financial Inc
Pennsylvania
$150K -$61.5K -609 -29%
BSWA
538
Bromfield Sneider Wealth Advisors
Massachusetts
$145K
ST
539
Smithfield Trust
Pennsylvania
$143K
JGIA
540
Jackson Grant Investment Advisers
Connecticut
$139K +$807 +8 +0.6%
SMA
541
Sage Mountain Advisors
Georgia
$135K
FRA
542
Front Row Advisors
California
$130K -$22.8K -225 -15%
EWA
543
EverSource Wealth Advisors
Alabama
$124K +$67.8K +672 +121%
MIM
544
Macroview Investment Management
Maryland
$123K -$23.9K -237 -16%
S
545
SignatureFD
Georgia
$123K -$16.5K -163 -12%
TFM
546
TFC Financial Management
Massachusetts
$121K
LB
547
Legacy Bridge
Iowa
$120K
BWL
548
Bogart Wealth LLC
Virginia
$118K
MFC
549
Mechanics Financial Corp
Ohio
$116K
AC
550
AlphaCore Capital
California
$116K