iShares S&P Mid-Cap 400 Value ETF
677 hedge funds and large institutions have $4.88B 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, 237 reducing their positions, and 55 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
2% less capital invested
Capital invested by funds: $5B → $4.88B (-$121M)
16% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 237
Holders
677
Holding in Top 10
23
Calls
$1.24M
Puts
–
Top Buyers
| 1 | +$33M | |
| 2 | +$29.2M | |
| 3 | +$8.2M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.95M |
| 5 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$5.18M |
Top Sellers
| 1 | -$75.6M | |
| 2 | -$67.7M | |
| 3 | -$44.8M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.7M |
| 5 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$25.1M |