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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 %
PRS
676
Pinkerton Retirement Specialists
Idaho
-59,503 Closed
EE
677
EWG Elevate
California
-32,461 Closed
DWA
678
Dorsey Wright & Associates
California
-30,533 Closed
NSB
679
Norway Savings Bank
Maine
-24,807 Closed
SFS
680
Sowell Financial Services
Arkansas
-18,007 Closed
FF
681
Friedenthal Financial
New Jersey
-15,396 Closed
AG
682
Ascent Group
Virginia
-13,377 Closed
AI
683
Atria Investments
North Carolina
-11,726 Closed
TPSF
684
Texas Permanent School Fund
Texas
-10,638 Closed
SFS
685
Security Financial Services
Indiana
-9,760 Closed
HFRG
686
Houlihan Financial Resource Group
Virginia
-8,097 Closed
HIM
687
Hanlon Investment Management
New Jersey
-7,760 Closed
BCM
688
Beaumont Capital Management
Massachusetts
-5,719 Closed
KF
689
Krilogy Financial
Missouri
-5,539 Closed
MHS
690
M Holdings Securities
Oregon
-5,440 Closed
AAS
691
Ameritas Advisory Services
Nebraska
-5,352 Closed
IA
692
IFG Advisory
Georgia
-4,355 Closed
BCI
693
Brinker Capital Investments
Pennsylvania
-4,233 Closed
OPS
694
Orion Portfolio Solutions
Nebraska
-4,233 Closed
BMWM
695
Brown Miller Wealth Management
Virginia
-4,001 Closed
WFM
696
Wolff Financial Management
Michigan
-4,000 Closed
CIA
697
Capital Investment Advisors
Georgia
-3,894 Closed
IP
698
Ignite Planners
California
-3,580 Closed
HR
699
Hardy Reed
Mississippi
-3,458 Closed
ADIM
700
Alpha DNA Investment Management
Maryland
-3,230 Closed