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iShares S&P Mid-Cap 400 Value ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$15M 148,919 -82,713 -36%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$14.2M 140,686 +13,738 +11%
M&T Bank
53
M&T Bank
New York
$14.1M 139,387 -29,625 -18%
Stifel Financial
54
Stifel Financial
Missouri
$13.9M 138,123 -74,241 -35%
JE
55
JMAC Enterprises
Pennsylvania
$13.7M 135,806 +4,309 +3%
Comerica Bank
56
Comerica Bank
Texas
$13.5M 133,306 +133,306 New
LFS
57
Lutz Financial Services
Nebraska
$13M 129,223 -1,356 -1%
CAL
58
Capital Advisors Ltd
Ohio
$12.7M 126,291 +82 +0.1%
SFP
59
Sterling Financial Planning
New Jersey
$12.7M 125,713 +1,674 +1%
TYCC
60
Texas Yale Capital Corp
Florida
$11.6M 115,068 -57 -0%
GIA
61
GHP Investment Advisors
Colorado
$11.2M 114,784 -33 -0%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$11.2M 110,555 -14,107 -11%
EIP
63
Ellis Investment Partners
Pennsylvania
$11.1M 109,831 +53 +0%
BEC
64
Blue Edge Capital
Virginia
$10.8M 106,621 -1,831 -2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$10.7M 106,078 -48,578 -31%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$10.7M 105,723 +105,723 New
EPP
67
ETF Portfolio Partners
Kansas
$10.5M 104,269 -176 -0.2%
SPIA
68
Steward Partners Investment Advisory
New York
$10.5M 103,747 +385 +0.4%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$10M 99,444 +97,256 +4,445%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$9.86M 97,723 +2,084 +2%
US Bancorp
71
US Bancorp
Minnesota
$9.32M 92,269 -3,628 -4%
NFG
72
Nations Financial Group
Iowa
$9.17M 90,861 +2,963 +3%
FAM
73
Flaharty Asset Management
Florida
$9.13M 90,470 +3,044 +3%
AMG
74
Asset Management Group
Connecticut
$9.06M 89,785 -404 -0.4%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$9.01M 89,295 -473 -0.5%