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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 %
PIAS
576
PCA Investment Advisory Services
Ohio
$90.3K +$90.3K +843 New
CB
577
Centennial Bank
Arkansas
$89.7K
CIA
578
Choate Investment Advisors
Massachusetts
$88.9K
DAC
579
Dividend Assets Capital
South Carolina
$88K
PG
580
Prostatis Group
Maryland
$86.3K +$86.3K +13,117 New
OP
581
ORG Partners
Indiana
$85.7K +$85.7K +797 New
PMFA
582
Plante Moran Financial Advisors
Michigan
$85.6K -$15.9K -148 -16%
GWM
583
Geneos Wealth Management
Colorado
$83.5K +$1.29K +12 +2%
LC
584
Lindbrook Capital
California
$81K
BA
585
Ballast Advisors
Minnesota
$80.3K
FCAS
586
First Command Advisory Services
Texas
$78.2K -$39.9K -373 -34%
TFGT
587
TS Financial Group (TSFG)
Illinois
$78K +$13.7K +127 +21%
RIA
588
Realta Investment Advisors
Delaware
$78K +$78K +728 New
TAM
589
Townsend Asset Management
North Carolina
$77.7K
CIAS
590
Capital Investment Advisory Services
North Carolina
$74.5K -$346K -3,226 -82%
NBT
591
Northwest Bank & Trust
Iowa
$72.4K +$72.4K +676 New
MIA
592
Milestone Investment Advisors
Wisconsin
$71.6K
WPWM
593
Western Pacific Wealth Management
Illinois
$71.5K -$35.7K -333 -33%
KTC
594
Kistler-Tiffany Companies
Pennsylvania
$71.4K +$321 +3 +0.5%
AWM
595
Abound Wealth Management
Tennessee
$71.2K
CFFP
596
Center for Financial Planning
Michigan
$70.7K
TIM
597
Tortoise Investment Management
New York
$70.3K
CSPIA
598
Cary Street Partners Investment Advisory
Virginia
$66.4K
RFA
599
Resurgent Financial Advisors
Georgia
$65.2K +$65.2K +609 New
ACA
600
Aptus Capital Advisors
Alabama
$65.1K +$214 +2 +0.3%