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iShares S&P Mid-Cap 400 Value ETF

661 hedge funds and large institutions have $4.49B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
-14
Holders Change %
-2.07%
% of All Funds
10.54%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
48
Increased
161
Reduced
233
Closed
49
Calls
$283K
Puts
$353K
Net Calls
-$70K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
626
PSI Advisors
Florida
$19.9K
OSNBOA
627
Old Second National Bank of Aurora
Illinois
$17.8K
SGC
628
Slocum, Gordon & Co
Rhode Island
$17.4K
SWM
629
Sugarloaf Wealth Management
Georgia
$16.8K
NCM
630
Northwest Capital Management
Oregon
$15.5K
RCM
631
Rain Capital Management
Oregon
$15.4K
BA
632
Ballast Advisors
Minnesota
$15.1K -$60.6K -600 -80%
CBT
633
CoreFirst Bank & Trust
Kansas
$14.8K -$2.93K -29 -16%
SN
634
Sittner & Nelson
Oregon
$14K
CIA
635
Cape Investment Advisory
Georgia
$13.7K
GA
636
GoalVest Advisory
New York
$12.1K +$12.1K +120 New
AIC
637
Archer Investment Corporation
Indiana
$11.6K +$9.76K +97 +539%
CWA
638
Core Wealth Advisors
Florida
$11.2K
CTC
639
Central Trust Company
Missouri
$10.5K -$19.8K -196 -65%
NFSG
640
Newbridge Financial Services Group
Florida
$10.3K
FCA
641
FinTrust Capital Advisors
South Carolina
$10.1K
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.34K
SC
643
Stephens Consulting
Michigan
$9.08K
TF
644
Tompkins Financial
New York
$8.88K
PCTC
645
Perkins Coie Trust Company
Washington
$8.58K
MFT
646
Moisand Fitzgerald Tamayo
Florida
$7.87K
CB
647
CNB Bank
Pennsylvania
$6.16K +$6.16K +61 New
TSWM
648
Tyler-Stone Wealth Management
Ohio
$6K
HWA
649
HHM Wealth Advisors
Tennessee
$5.35K
Legacy Financial Group (Iowa)
650
Legacy Financial Group (Iowa)
Iowa
$5.05K +$5.05K +50 New