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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
LPL Financial
1
LPL Financial
California
$86.2M
2
WAS
2
Wealth Advisory Solutions
Indiana
$33.5M
3
WIA
3
World Investment Advisors
California
$18.3M
4
Comerica Bank
4
Comerica Bank
Texas
$13.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$229M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$26.3M
3
Wells Fargo
3
Wells Fargo
California
$404M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$173M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
676
Summit Financial Wealth Advisors
Louisiana
– -$304K -2,834 Closed
AWA
677
Arkadios Wealth Advisors
Georgia
– -$289K -2,697 Closed
AHB
678
Abner Herrman & Brock
New Jersey
– -$268K -2,500 Closed
MG
679
Mather Group
Illinois
– -$246K -2,301 Closed
LWM
680
Laidlaw Wealth Management
New York
– -$242K -2,255 Closed
AWA
681
Arete Wealth Advisors
Illinois
– -$231K -2,156 Closed
BFA
682
Buttonwood Financial Advisors
Maryland
– -$230K -2,147 Closed
WCM
683
Wealthcare Capital Management
Virginia
– -$229K -2,141 Closed
TSS
684
Two Sigma Securities
New York
– -$227K -2,116 Closed
CBTWT
685
Community Bank & Trust (Waco, Texas)
Texas
– -$225K -2,098 Closed
CCFM
686
Clear Creek Financial Management
Washington
– -$216K -2,013 Closed
SWA
687
Stratos Wealth Advisors
Ohio
– -$214K -1,996 Closed
MSWM
688
McGlone Suttner Wealth Management
Wisconsin
– -$212K -1,979 Closed
MW
689
MBL Wealth
North Carolina
– -$209K -1,950 Closed
BFM
690
Boston Financial Management
Massachusetts
– -$209K -1,948 Closed
RA
691
Ruggaard & Associates
Ohio
– -$208K -1,942 Closed
PGA
692
Portland Global Advisors
Maine
– -$207K -1,934 Closed
RMDI
693
R.M. Davis Inc
Maine
– -$206K -1,923 Closed
RWP
694
Revolve Wealth Partners
New Jersey
– -$206K -1,919 Closed
MWM
695
Mission Wealth Management
California
– -$205K -1,913 Closed
KFAA
696
Klaas Financial Asset Advisors
Illinois
– -$200K -1,870 Closed
WP
697
WealthPLAN Partners
Nebraska
– -$150K -1,403 Closed
DI
698
Disciplined Investments
Oklahoma
– -$91.6K -855 Closed
PIAS
699
PCA Investment Advisory Services
Ohio
– -$90.3K -843 Closed
OP
700
ORG Partners
Indiana
– -$85.7K -797 Closed
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