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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 %
BMCM
701
Burns Matteson Capital Management
New York
-3,128 Closed
YIH
702
Y-Intercept (HK)
Hong Kong
-2,777 Closed
CF
703
Centaurus Financial
California
-2,628 Closed
SBIA
704
Sheaff Brock Investment Advisors
Indiana
-2,600 Closed
EW
705
Enzi Wealth
Texas
-2,480 Closed
ACA
706
Anchor Capital Advisors
Massachusetts
-2,392 Closed
SCA
707
Snowden Capital Advisors
New York
-2,296 Closed
IWS
708
Insight Wealth Strategies
California
-2,234 Closed
ONB
709
Old National Bancorp
Indiana
-2,209 Closed
W
710
WealthOne
New York
-2,199 Closed
ACA
711
Atlas Capital Advisors
Wyoming
-1,732 Closed
EI
712
Ellevest Inc
New York
-1,394 Closed
SSC
713
Syverson Strege & Co
Iowa
-1,035 Closed
ONST
714
Old North State Trust
North Carolina
-1,017 Closed
BA
715
Bellwether Advisors
Nebraska
-985 Closed
MHR
716
Matthew Hamilton Rosenberg
-930 Closed
TWA
717
TCI Wealth Advisors
Arizona
-472 Closed
CA
718
Crewe Advisors
Utah
-380 Closed
NHT
719
New Hampshire Trust
New Hampshire
-228 Closed
AW
720
Avion Wealth
Texas
-202 Closed
OCM
721
Orion Capital Management
California
-200 Closed
FCA
722
Fortis Capital Advisors
Kansas
-145 Closed
BA
723
Bristlecone Advisors
Washington
-141 Closed
AA
724
Ancora Advisors
Ohio
-140 Closed
SIM
725
Studio Investment Management
Illinois
-92 Closed