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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 %
LC
626
Lindbrook Capital
California
$86.2K
BL
627
Balentine LLC
Georgia
$85K
TAM
628
Townsend Asset Management
North Carolina
$82.7K
LPP
629
Life Planning Partners
Florida
$79.4K +$79.4K +697 New
BlackRock
630
BlackRock
New York
$77.1K -$250K -2,190 -76%
MIA
631
Milestone Investment Advisors
Wisconsin
$76.3K
WPWM
632
Western Pacific Wealth Management
Illinois
$76.1K
CHA
633
Carmichael Hill & Associates
Maryland
$76K +$17.6K +154 +30%
CFFP
634
Center for Financial Planning
Michigan
$75.3K
TIM
635
Tortoise Investment Management
New York
$74.8K
NBT
636
Northwest Bank & Trust
Iowa
$74.2K +$74.2K +651 New
MSS
637
Mitchell Sinkler & Starr
Pennsylvania
$73.7K +$73.7K +646 New
CIAS
638
Capital Investment Advisory Services
North Carolina
$71K
PMFA
639
Plante Moran Financial Advisors
Michigan
$70.6K
ITIM
640
Indiana Trust & Investment Management
Indiana
$68.4K
Allspring Global Investments
641
Allspring Global Investments
North Carolina
$68.4K -$195K -1,706 -74%
CHC
642
City Holding Co
West Virginia
$67.3K
LFG
643
Larson Financial Group
Missouri
$67.2K -$10.3K -90 -13%
ANBT
644
American National Bank & Trust
Texas
$66.4K
OC
645
Oakworth Capital
Alabama
$61.5K
RP
646
Rice Partnership
Hawaii
$61.2K +$1.03K +9 +2%
JFGIW
647
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K +$50.5K +443 +482%
RDIA
648
RE Dickinson Investment Advisors
Iowa
$59K
PWA
649
Provenance Wealth Advisors
Florida
$58.8K
AAG
650
Armstrong Advisory Group
Massachusetts
$57.7K