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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 %
RMC
651
Resources Management Corp
Connecticut
$5K
KFS
652
Kelly Financial Services
Massachusetts
$4.28K
POIA
653
Pin Oak Investment Advisors
Texas
$4K +$4K +42 New
FGA
654
Fortis Group Advisors
New Jersey
$3.84K +$3.84K +38 New
First Manhattan
655
First Manhattan
New York
$2.62K -$1.82K -18 -41%
MRCM
656
M&R Capital Management
New Jersey
$2.52K -$4.04K -40 -62%
OSAM
657
O'Shaughnessy Asset Management
Connecticut
$2.52K
TC
658
Truvestments Capital
Florida
$2.02K
RA
659
Rise Advisors
New York
$1.92K -$6.66K -66 -78%
UFF
660
USA Financial Formulas
Michigan
$908
IPW
661
Impact Partnership Wealth
Georgia
$404 +$404 +4 New
Jane Street
662
Jane Street
New York
-$4.13M -38,559 Closed
QPWM
663
Quadrant Private Wealth Management
Pennsylvania
-$2.39M -22,290 Closed
TC
664
TownSquare Capital
Utah
-$1.64M -15,325 Closed
BAM
665
Beaumont Asset Management
Texas
-$1.59M -14,831 Closed
KM
666
Kalos Management
Georgia
-$1.45M -13,549 Closed
PG
667
Prostatis Group
Maryland
-$86.3K -13,117 Closed
NWMG
668
National Wealth Management Group
Ohio
-$864K -7,875 Closed
GSC
669
Ground Swell Capital
South Carolina
-$729K -6,808 Closed
SI
670
Saxon Interests
Texas
-$567K -5,292 Closed
BFAG
671
Blackston Financial Advisory Group
Florida
-$550K -5,134 Closed
LSIA
672
LaSalle St. Investment Advisors
Illinois
-$345K -3,228 Closed
CS
673
Capital Square
Tennessee
-$339K -3,164 Closed
V
674
Veritable
Delaware
-$307K -2,864 Closed
AWA
675
AmeriServ Wealth Advisors
Pennsylvania
-$304K -2,841 Closed