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iShares S&P Mid-Cap 400 Value ETF

728 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 107 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+67
Holders Change %
+10.14%
% of All Funds
10.67%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
107
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 %
HGA
576
Hobbs Group Advisors
South Carolina
$192K +$192K +1,684 New
NP
577
NorthRock Partners
Minnesota
$191K +$191K +1,675 New
SSB
578
Sandy Spring Bank
Maryland
$191K -$6.04K -53 -3%
MSWM
579
McGlone Suttner Wealth Management
Wisconsin
$186K +$186K +1,633 New
GEA
580
Glen Eagle Advisors
New Jersey
$186K
National Bank of Canada
581
National Bank of Canada
Quebec, Canada
$185K
HPC
582
HM Payson & Co
Maine
$173K
JEST
583
JTC Employer Solutions Trustee
Jersey
$172K
KFI
584
Key Financial Inc
Pennsylvania
$169K
BSWA
585
Bromfield Sneider Wealth Advisors
Massachusetts
$164K
VWM
586
Venturi Wealth Management
Texas
$162K +$162K +1,421 New
ST
587
Smithfield Trust
Pennsylvania
$162K
MWM
588
Mascoma Wealth Management
New Hampshire
$159K -$72.8K -638 -31%
JGIA
589
Jackson Grant Investment Advisers
Connecticut
$158K +$798 +7 +0.5%
SMA
590
Sage Mountain Advisors
Georgia
$153K
GBT
591
Grove Bank & Trust
Florida
$149K -$43.3K -380 -23%
RIL
592
Rothschild Investment LLC
Illinois
$147K +$147K +1,290 New
FRA
593
Front Row Advisors
California
$146K
BFEC
594
Benjamin F. Edwards & Company
Missouri
$146K +$23.8K +209 +19%
GWM
595
Geneos Wealth Management
Colorado
$146K +$56.8K +498 +64%
MIM
596
Macroview Investment Management
Maryland
$143K +$3.31K +29 +2%
EWA
597
EverSource Wealth Advisors
Alabama
$140K
PP
598
PFS Partners
New Jersey
$139K -$32.3K -283 -19%
TFM
599
TFC Financial Management
Massachusetts
$137K
MFC
600
Mechanics Financial Corp
Ohio
$136K +$5.7K +50 +4%