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iShares S&P Mid-Cap 400 Value ETF

729 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, 225 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+68
Holders Change %
+10.29%
% of All Funds
10.69%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
108
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 %
MFC
601
Mechanics Financial Corp
Ohio
$136K +$5.7K +50 +4%
LB
602
Legacy Bridge
Iowa
$135K
MSG
603
Main Street Group
Virginia
$135K +$135K +1,185 New
TRCT
604
Tower Research Capital (TRC)
New York
$133K -$2.67M -23,424 -95%
BWL
605
Bogart Wealth LLC
Virginia
$133K
AC
606
AlphaCore Capital
California
$130K
TFGT
607
TS Financial Group (TSFG)
Illinois
$125K +$20.5K +180 +20%
PA
608
Parallel Advisors
California
$124K +$21.7K +190 +21%
Russell Investments Group
609
Russell Investments Group
United Kingdom
$117K
CWP
610
Concord Wealth Partners
Virginia
$116K +$1.25K +11 +1%
LWANC
611
Laurel Wealth Advisors (North Carolina)
North Carolina
$116K
BONH
612
Bank of New Hampshire
New Hampshire
$111K -$147K -1,286 -57%
BMC
613
Bear Mountain Capital
Washington
$109K +$109K +990 New
VAMG
614
Voisard Asset Management Group
Michigan
$107K +$107K +936 New
CT
615
Clearstead Trust
Maine
$105K -$9.35K -82 -8%
Kayne Anderson Rudnick Investment Management
616
Kayne Anderson Rudnick Investment Management
California
$105K +$4.45K +39 +4%
AFG
617
Albion Financial Group
Utah
$103K
SAM
618
S.A. Mason
Michigan
$100K
BTI
619
Blue Trust Inc
Georgia
$100K
HGERS
620
Householder Group Estate & Retirement Specialist
Arizona
$100K +$454 +4 +0.5%
SIC
621
Salem Investment Counselors
North Carolina
$98.3K
CB
622
Centennial Bank
Arkansas
$95.5K
DAC
623
Dividend Assets Capital
South Carolina
$94K
BFPW
624
BOK Financial Private Wealth
Colorado
$92.7K -$28.2K -247 -23%
CYG
625
Clean Yield Group
Vermont
$91.2K