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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 %
WP
551
WealthPLAN Partners
Nebraska
$150K +$10.8K +101 +8%
S
552
SignatureFD
Georgia
$148K +$17.5K +163 +13%
JGIA
553
Jackson Grant Investment Advisers
Connecticut
$147K +$429 +4 +0.3%
SMA
554
Sage Mountain Advisors
Georgia
$143K
GBT
555
Grove Bank & Trust
Florida
$138K +$52.9K +494 +62%
QCG
556
Quadrant Capital Group
Ohio
$132K
TFM
557
TFC Financial Management
Massachusetts
$128K
LB
558
Legacy Bridge
Iowa
$127K
BWL
559
Bogart Wealth LLC
Virginia
$125K
MFC
560
Mechanics Financial Corp
Ohio
$123K
AC
561
AlphaCore Capital
California
$122K
BAAM
562
Baker Avenue Asset Management
California
$117K -$15.5K -145 -12%
BFEC
563
Benjamin F. Edwards & Company
Missouri
$115K
BFPW
564
BOK Financial Private Wealth
Colorado
$114K
Russell Investments Group
565
Russell Investments Group
United Kingdom
$110K +$110K +1,030 New
LWANC
566
Laurel Wealth Advisors (North Carolina)
North Carolina
$109K -$64.3K -600 -37%
CWP
567
Concord Wealth Partners
Virginia
$108K +$321 +3 +0.3%
PA
568
Parallel Advisors
California
$104K
Kayne Anderson Rudnick Investment Management
569
Kayne Anderson Rudnick Investment Management
California
$101K -$22.3K -208 -18%
BTI
570
Blue Trust Inc
Georgia
$101K
AFG
571
Albion Financial Group
Utah
$96.4K
SIC
572
Salem Investment Counselors
North Carolina
$92.3K
DI
573
Disciplined Investments
Oklahoma
$91.6K
BL
574
Balentine LLC
Georgia
$91.5K +$11.7K +109 +15%
SAM
575
S.A. Mason
Michigan
$90.4K