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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 %
BFS
651
Burkett Financial Services
South Carolina
$56K +$56K +491 New
USB
652
Union Savings Bank
Connecticut
$55.9K
PSB
653
Piscataqua Savings Bank
New Hampshire
$54.1K
AWM
654
Abound Wealth Management
Tennessee
$53.4K -$17.5K -153 -25%
CT
655
Cambridge Trust
Massachusetts
$53K -$49.3K -432 -48%
T
656
Tidemark
California
$52.7K +$52.7K +462 New
LFA
657
Level Financial Advisors
New York
$47.4K
FFA
658
Farther Finance Advisors
California
$45.9K +$456 +4 +1%
TCG
659
Transcendent Capital Group
Oklahoma
$45.7K +$45.7K +401 New
AP
660
Advisors Preferred
Maryland
$43.9K -$1.26K -11 -3%
SWC
661
Spectrum Wealth Counsel
Indiana
$42.7K +$42.7K +374 New
WBC
662
West Branch Capital
Massachusetts
$41.4K +$456 +4 +1%
MFG
663
Mendota Financial Group
Wisconsin
$41.1K
SAM
664
Smartleaf Asset Management
Massachusetts
$34.4K +$34.4K +416 New
PGAM
665
Princeton Global Asset Management
New Jersey
$34.2K
FFA
666
Founders Financial Alliance
North Carolina
$34K
OFG
667
Oxford Financial Group
Indiana
$33.6K
CJ
668
Caitlin John
Michigan
$33.6K +$33.6K +295 New
ZB
669
Zions Bancorporation
Utah
$33.1K
CTA
670
Colonial Trust Advisors
South Carolina
$33K
W
671
WealthCollab
Washington
$32.4K +$32.4K +284 New
EWP
672
Elevation Wealth Partners
California
$30.7K
CAM
673
Creekmur Asset Management
Illinois
$30.4K +$30.4K +267 New
CICI
674
Capital Investment Counsel Inc
North Carolina
$30.3K
FP
675
Financial Perspectives
Minnesota
$29.9K