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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 %
NFSG
701
Newbridge Financial Services Group
Florida
$11.8K +$114 +1 +1%
RhumbLine Advisers
702
RhumbLine Advisers
Massachusetts
$11.4K +$11.4K +100 New
OSAM
703
O'Shaughnessy Asset Management
Connecticut
$11.3K +$8.44K +74 +296%
CG
704
Cutler Group
California
$11K +$11K +100 New
SC
705
Stephens Consulting
Michigan
$10.3K
TF
706
Tompkins Financial
New York
$10K
PCTC
707
Perkins Coie Trust Company
Washington
$9.69K
WAG
708
Windsor Advisory Group
Ohio
$9.58K +$9.58K +84 New
MFT
709
Moisand Fitzgerald Tamayo
Florida
$8.9K
FGA
710
Fortis Group Advisors
New Jersey
$8.67K +$4.33K +38 +100%
TSWM
711
Tyler-Stone Wealth Management
Ohio
$7.07K
CB
712
CNB Bank
Pennsylvania
$6.96K
RWM
713
Ruedi Wealth Management
Illinois
$6.96K +$6.96K +61 New
HR
714
Howe & Rusling
New York
$6.16K +$6.16K +54 New
RMC
715
Resources Management Corp
Connecticut
$6K
POIA
716
Pin Oak Investment Advisors
Texas
$5K
KFS
717
Kelly Financial Services
Massachusetts
$4.84K
HWA
718
HHM Wealth Advisors
Tennessee
$3.08K -$2.97K -26 -49%
Qube Research & Technologies (QRT)
719
Qube Research & Technologies (QRT)
United Kingdom
$3.08K +$3.08K +27 New
First Manhattan
720
First Manhattan
New York
$2.97K
TC
721
Truvestments Capital
Florida
$2.28K
RA
722
Rise Advisors
New York
$2.17K
AssetMark Inc
723
AssetMark Inc
California
$2.05K -$590K -5,177 -100%
OP
724
ORG Partners
Indiana
$1.39K +$1.39K +12 New
MRCM
725
M&R Capital Management
New Jersey
$1.14K -$1.71K -15 -60%