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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 %
TAM
576
Townsend Asset Management
North Carolina
$73.2K
LFG
577
Larson Financial Group
Missouri
$68.5K +$9.08K +90 +15%
MIA
578
Milestone Investment Advisors
Wisconsin
$67.5K
WPWM
579
Western Pacific Wealth Management
Illinois
$67.3K
CFFP
580
Center for Financial Planning
Michigan
$66.6K
TIM
581
Tortoise Investment Management
New York
$66.2K
CIAS
582
Capital Investment Advisory Services
North Carolina
$62.9K -$7.27K -72 -10%
AWM
583
Abound Wealth Management
Tennessee
$62.7K -$4.44K -44 -7%
CSPIA
584
Cary Street Partners Investment Advisory
Virginia
$62.6K
PMFA
585
Plante Moran Financial Advisors
Michigan
$62.5K -$18.2K -180 -23%
RFA
586
Resurgent Financial Advisors
Georgia
$61.5K
ACA
587
Aptus Capital Advisors
Alabama
$61.4K
ITIM
588
Indiana Trust & Investment Management
Indiana
$60.6K +$60.6K +600 New
RW
589
RVW Wealth
California
$60.6K +$60.6K +600 New
FIA
590
FNY Investment Advisers
New York
$60K +$60K +600 New
CHC
591
City Holding Co
West Virginia
$59.5K
ANBT
592
American National Bank & Trust
Texas
$58.7K
EARNEST Partners
593
EARNEST Partners
Georgia
$56.6K +$46.4K +460 +455%
OC
594
Oakworth Capital
Alabama
$54.4K +$24.1K +239 +80%
RP
595
Rice Partnership
Hawaii
$53.3K
PWA
596
Provenance Wealth Advisors
Florida
$52.1K +$52.1K +516 New
RDIA
597
RE Dickinson Investment Advisors
Iowa
$52K
CHA
598
Carmichael Hill & Associates
Maryland
$51.7K
AAG
599
Armstrong Advisory Group
Massachusetts
$51.1K
FMTCOCP
600
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K