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iShares S&P Mid-Cap 400 Value ETF

729 hedge funds and large institutions have $5.44B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+68
Holders Change %
+10.29%
% of All Funds
10.69%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
108
Increased
207
Reduced
225
Closed
31
Calls
$1.09M
Puts
$365K
Net Calls
+$721K
Net Calls Change
+$791K
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
526
International Assets Investment Management
Florida
$242K -$2.74K -24 -1%
M
527
MOTCO
Texas
$240K
WPW
528
Waldron Private Wealth
Pennsylvania
$239K -$66.4K -582 -22%
GC
529
Garde Capital
Washington
$239K +$239K +2,096 New
CBTWT
530
Community Bank & Trust (Waco, Texas)
Texas
$239K +$239K +2,098 New
BHWM
531
Bar Harbor Wealth Management
New Hampshire
$239K
CPC
532
Consolidated Planning Corp
Georgia
$238K
HCM
533
HMS Capital Management
Tennessee
$236K
HAS
534
Holland Advisory Services
Florida
$236K -$84.6K -742 -26%
WWM
535
Western Wealth Management
Colorado
$234K +$1.14K +10 +0.5%
EA
536
Eclectic Associates
California
$233K
LWCFA
537
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K -$79.5K -720 -25%
ACM
538
AlphaStar Capital Management
North Carolina
$232K +$232K +2,033 New
DAS
539
Dynamic Advisor Solutions
Arizona
$232K -$1.9K -17 -0.8%
AB
540
Atlas Brown
Kentucky
$231K -$3.76K -33 -2%
MA
541
Mutual Advisors
Nebraska
$230K -$24.2K -212 -9%
Fayez Sarofim & Co
542
Fayez Sarofim & Co
Texas
$230K
IAA
543
Ironsides Asset Advisors
North Carolina
$228K -$228K -2,000 -50%
PGFC
544
Peapack-Gladstone Financial Corp
New Jersey
$228K
AIA
545
Allied Investment Advisors
Montana
$227K +$227K +1,994 New
CD
546
Chapin Davis
Maryland
$227K
AWM
547
Aprio Wealth Management
Georgia
$227K +$342 +3 +0.2%
AWA
548
Arete Wealth Advisors
Illinois
$227K +$227K +1,989 New
FCP
549
Fidelis Capital Partners
Florida
$226K -$299K -2,621 -57%
DIP
550
DT Investment Partners
Pennsylvania
$226K +$226K +2,000 New