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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.

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 Market Value Shares Shares
Change
Shares
Change %
CHC
601
City Holding Co
West Virginia
$63.2K 590
LFG
602
Larson Financial Group
Missouri
$63.1K 589 +7 +1%
ANBT
603
American National Bank & Trust
Texas
$62.4K 582
EWA
604
EverSource Wealth Advisors
Alabama
$59.5K 555
RP
605
Rice Partnership
Hawaii
$56.6K 528
RDIA
606
RE Dickinson Investment Advisors
Iowa
$55K 515
CHA
607
Carmichael Hill & Associates
Maryland
$54.9K 513 +1 +0.2%
USB
608
Union Savings Bank
Connecticut
$54.8K 490 +490 New
AAG
609
Armstrong Advisory Group
Massachusetts
$54.2K 506
FMTCOCP
610
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K 494 -210 -30%
PSB
611
Piscataqua Savings Bank
New Hampshire
$50.8K 474
LFA
612
Level Financial Advisors
New York
$44.6K 416
SC
613
Steph & Co
Wisconsin
$42.9K 400 -60 -13%
AP
614
Advisors Preferred
Maryland
$41.1K 382 +382 New
FFA
615
Founders Financial Alliance
North Carolina
$39K 364 +66 +22%
MFG
616
Mendota Financial Group
Wisconsin
$38.6K 360
WBC
617
West Branch Capital
Massachusetts
$38.5K 359 +359 New
CT
618
Clearstead Trust
Maine
$36.5K 352
OFG
619
Oxford Financial Group
Indiana
$34.8K 325
EWP
620
Elevation Wealth Partners
California
$32.6K 304
OC
621
Oakworth Capital
Alabama
$32.1K 300 -35 -10%
PGAM
622
Princeton Global Asset Management
New Jersey
$32.1K 300
CTC
623
Central Trust Company
Missouri
$32.1K 300 +196 +188%
CCM
624
Chilton Capital Management
Texas
$32.1K 300 +300 New
ZB
625
Zions Bancorporation
Utah
$31.1K 290 -110 -28%