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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 %
BAAM
551
Baker Avenue Asset Management
California
$110K
BFEC
552
Benjamin F. Edwards & Company
Missouri
$109K
BFPW
553
BOK Financial Private Wealth
Colorado
$108K
BTI
554
Blue Trust Inc
Georgia
$106K
Russell Investments Group
555
Russell Investments Group
United Kingdom
$104K
LWANC
556
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K
CWP
557
Concord Wealth Partners
Virginia
$101K
CT
558
Clearstead Trust
Maine
$101K +$65.6K +650 +185%
TFGT
559
TS Financial Group (TSFG)
Illinois
$92K +$19.1K +190 +26%
AFG
560
Albion Financial Group
Utah
$90.8K
CT
561
Cambridge Trust
Massachusetts
$90.5K -$154K -1,522 -63%
PA
562
Parallel Advisors
California
$90.5K -$7.77K -77 -8%
Kayne Anderson Rudnick Investment Management
563
Kayne Anderson Rudnick Investment Management
California
$88.9K -$6.36K -63 -7%
SAM
564
S.A. Mason
Michigan
$88.8K
HGERS
565
Householder Group Estate & Retirement Specialist
Arizona
$88.5K +$88.5K +877 New
SIC
566
Salem Investment Counselors
North Carolina
$87.5K
CB
567
Centennial Bank
Arkansas
$84.5K
CIA
568
Choate Investment Advisors
Massachusetts
$83.8K
DAC
569
Dividend Assets Capital
South Carolina
$83K
DFA
570
DHJJ Financial Advisors
Illinois
$80.5K +$80.5K +798 New
CYG
571
Clean Yield Group
Vermont
$80.4K +$80.4K +800 New
GWM
572
Geneos Wealth Management
Colorado
$78.6K
RIA
573
Realta Investment Advisors
Delaware
$78K
LC
574
Lindbrook Capital
California
$76.3K
BL
575
Balentine LLC
Georgia
$75.2K -$11K -109 -13%