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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 %
CTA
626
Colonial Trust Advisors
South Carolina
$31K 289
TAIM
627
TD Ameritrade Investment Management
Nebraska
$30K 276 -4 -1%
BWM
628
BerganKDV Wealth Management
Minnesota
$29.7K 277
CBT
629
Central Bank & Trust
Kentucky
$28.9K 270
FP
630
Financial Perspectives
Minnesota
$28.1K 262
FFA
631
Farther Finance Advisors
California
$25.4K 237 +71 +43%
FCMT
632
Founders Capital Management (Texas)
Texas
$24.9K 232
GWSG
633
GPS Wealth Strategies Group
Colorado
$24.7K 231 +63 +38%
PCFFS
634
Pacific Center for Financial Services
California
$23.6K 220
NSIM
635
North Star Investment Management
Illinois
$23.2K 217
PCM
636
Perritt Capital Management
Illinois
$21.4K 200
HH
637
HWG Holdings
Texas
$21.2K 198 +198 New
CAS
638
Coppell Advisory Solutions
Texas
$21.2K 199 +199 New
PA
639
PSI Advisors
Florida
$21.2K 198 -61 -24%
FPB
640
First PREMIER Bank
South Dakota
$21K 192
OSNBOA
641
Old Second National Bank of Aurora
Illinois
$18.9K 176
CBT
642
CoreFirst Bank & Trust
Kansas
$18.9K 176
SGC
643
Slocum, Gordon & Co
Rhode Island
$18.4K 172 +172 New
SWM
644
Sugarloaf Wealth Management
Georgia
$17.8K 166
AssetMark Inc
645
AssetMark Inc
California
$16.9K 158 -666,030 -100%
NCM
646
Northwest Capital Management
Oregon
$16.5K 154 +154 New
RCM
647
Rain Capital Management
Oregon
$16.4K 153 +1 +0.7%
SN
648
Sittner & Nelson
Oregon
$14.9K 139 +139 New
CIA
649
Cape Investment Advisory
Georgia
$14.6K 136
CWA
650
Core Wealth Advisors
Florida
$11.9K 111 +111 New