iShares S&P Mid-Cap 400 Value ETF
730 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, 226 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
6.21% more ownership
Funds ownership: 67.79% → 74% (+6.2%)
8% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 226
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
Holders
730
Holding in Top 10
19
Calls
$1.09M
Puts
$365K
Top Buyers
| 1 | +$452M | |
| 2 | +$23.5M | |
| 3 | +$9.97M | |
| 4 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$9.45M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.94M |
Top Sellers
| 1 | -$28.9M | |
| 2 | -$23.9M | |
| 3 | -$22.4M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.2M |
| 5 |
Bank of New York Mellon
New York
|
-$17.9M |