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

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$282M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$56.7M
3
AAP
3
Arax Advisory Partners
Colorado
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M
5
FCFC
5
First Citizens Financial Corp
Iowa
$5.75M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$126M
2
AssetMark Inc
2
AssetMark Inc
California
$16.9K
3
Wells Fargo
3
Wells Fargo
California
$449M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$373M
5
WSFS
5
Wilmington Savings Fund Society
Delaware
$49.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$15.2M 142,216 +3,127 +2%
JE
52
JMAC Enterprises
Pennsylvania
$14.1M 131,497 +1,601 +1%
LFS
53
Lutz Financial Services
Nebraska
$14M 130,579 -503 -0.4%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$13.6M 126,948 +4,542 +4%
CAL
55
Capital Advisors Ltd
Ohio
$13.5M 126,209 -849 -0.7%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$13.4M 124,662 -12,444 -9%
SFP
57
Sterling Financial Planning
New Jersey
$13.3M 124,039 +7,722 +7%
JF
58
JSF Financial
California
$13.2M 123,116 +3,765 +3%
GIA
59
GHP Investment Advisors
Colorado
$12.5M 114,817 -290 -0.3%
TYCC
60
Texas Yale Capital Corp
Florida
$12.3M 115,125 +45 +0%
EIP
61
Ellis Investment Partners
Pennsylvania
$11.8M 109,778 +1,609 +1%
MMA
62
Miracle Mile Advisors
California
$11.7M 108,950 -10,372 -9%
BEC
63
Blue Edge Capital
Virginia
$11.6M 108,452 -302 -0.3%
EPP
64
ETF Portfolio Partners
Kansas
$11.2M 104,445 +1,542 +1%
SPIA
65
Steward Partners Investment Advisory
New York
$11.1M 103,362 +284 +0.3%
AAP
66
Arax Advisory Partners
Colorado
$10.4M 96,826 +80,755 +502%
US Bancorp
67
US Bancorp
Minnesota
$10.3M 95,897 -2,711 -3%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$10.2M 95,639 +1,121 +1%
UWPG
69
Ullmann Wealth Partners Group
Florida
$9.86M 92,075 -5,543 -6%
AMG
70
Asset Management Group
Connecticut
$9.66M 90,189 -729 -0.8%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$9.62M 89,768 -3,138 -3%
NFG
72
Nations Financial Group
Iowa
$9.42M 87,898 -704 -0.8%
FAM
73
Flaharty Asset Management
Florida
$9.37M 87,426 -81,340 -48%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$8.49M 79,234 -4,413 -5%
MCCA
75
Mill Creek Capital Advisors
Pennsylvania
$8.08M 75,418 – –
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