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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 %
BFM
551
Boston Financial Management
Massachusetts
$222K +$222K +1,948 New
TWP
552
Tyche Wealth Partners
Texas
$222K +$222K +1,946 New
RA
553
Ruggaard & Associates
Ohio
$221K +$221K +1,942 New
AP
554
Appleton Partners
Massachusetts
$221K -$8.56K -75 -4%
CFGS
555
Concourse Financial Group Securities
Alabama
$220K
PS
556
Principal Securities
Iowa
$219K +$219K +1,917 New
CFO
557
Collective Family Office
Pennsylvania
$213K -$93.9K -823 -31%
LA
558
LexAurum Advisors
Kansas
$212K +$212K +1,862 New
CWM
559
Circle Wealth Management
New Jersey
$211K +$211K +1,851 New
LOPW
560
Live Oak Private Wealth
North Carolina
$211K -$49.3K -432 -19%
MW
561
MBL Wealth
North Carolina
$209K +$209K +1,830 New
RWP
562
Revolve Wealth Partners
New Jersey
$208K +$208K +1,825 New
GMFG
563
Greater Midwest Financial Group
Minnesota
$208K +$208K +1,822 New
MGW
564
MB Generational Wealth
Washington
$207K +$207K +1,814 New
AUB
565
Atlantic Union Bankshares
Virginia
$206K +$206K +1,808 New
WPC
566
Wedmont Private Capital
Pennsylvania
$206K +$206K +1,822 New
SWA
567
Stratos Wealth Advisors
Ohio
$205K +$205K +1,800 New
VFG
568
V2 Financial group
Illinois
$205K +$205K +1,800 New
TAM
569
Tocqueville Asset Management
New York
$205K +$205K +1,800 New
BFA
570
Buttonwood Financial Advisors
Maryland
$205K +$205K +1,798 New
HB
571
HTLF Bank
Colorado
$204K +$204K +1,792 New
ACM
572
Advisors Capital Management
New Jersey
$203K +$203K +1,779 New
WHG
573
Westwood Holdings Group
Texas
$202K +$202K +1,770 New
CIA
574
Compass Ion Advisors
Pennsylvania
$202K +$202K +1,770 New
NS
575
NBC Securities
Alabama
$201K +$114 +1 +0.1%