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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 %
NFSG
651
Newbridge Financial Services Group
Florida
$10.9K 102
EARNEST Partners
652
EARNEST Partners
Georgia
$10.8K 101 -1,093 -92%
RhumbLine Advisers
653
RhumbLine Advisers
Massachusetts
$10.7K 100 -4,549 -98%
FCA
654
FinTrust Capital Advisors
South Carolina
$10.1K 100
JFGIW
655
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.86K 92
SC
656
Stephens Consulting
Michigan
$9.64K 90
TF
657
Tompkins Financial
New York
$9.43K 88
PCTC
658
Perkins Coie Trust Company
Washington
$9.11K 85
RA
659
Rise Advisors
New York
$9.06K 85 +1 +1%
MFT
660
Moisand Fitzgerald Tamayo
Florida
$8.36K 78
SF
661
Safeguard Financial
Wisconsin
$8K 76 +76 New
TSWM
662
Tyler-Stone Wealth Management
Ohio
$7K 62 +62 New
MRCM
663
M&R Capital Management
New Jersey
$6.96K 65
Qube Research & Technologies (QRT)
664
Qube Research & Technologies (QRT)
United Kingdom
$5.72K 138 +138 New
HWA
665
HHM Wealth Advisors
Tennessee
$5.68K 53
RMC
666
Resources Management Corp
Connecticut
$5K 50 -4,951 -99%
BBHC
667
Brown Brothers Harriman & Co
New York
$4.93K 46
First Manhattan
668
First Manhattan
New York
$4.71K 44
KFS
669
Kelly Financial Services
Massachusetts
$4.54K 42
HS
670
Horan Securities
United States
$2.79K 26 +26 New
OSAM
671
O'Shaughnessy Asset Management
Connecticut
$2.68K 25 -74 -75%
TC
672
Truvestments Capital
Florida
$2.14K 20 +20 New
AIC
673
Archer Investment Corporation
Indiana
$1.93K 18 +18 New
UFF
674
USA Financial Formulas
Michigan
$964 9
FGAM
675
Financial Gravity Asset Management
Texas
$4 34 +34 New