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

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$922M
2
MFIM
Mesirow Financial Investment Management
Illinois
$23.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$44.5M
4
CFB
Cullen/Frost Bankers
Texas
$65.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$391M

Top Sellers

1
SAF
Smith Anglin Financial
Texas
$1.44M
2
LPL Financial
LPL Financial
California
$73.6M
3
Wells Fargo
Wells Fargo
California
$435M
4
Ameriprise
Ameriprise
Minnesota
$112M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$66.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
726
Carolinas Wealth Consulting
North Carolina
$798 +$798 +7 New
ACA
727
Aptus Capital Advisors
Alabama
$684 -$68.6K -602 -99%
IHWM
728
Iron Horse Wealth Management
Iowa
$346 +$346 +3 New
CIAS
729
CFS Investment Advisory Services
New Jersey
– -$3.65M -36,128 Closed
FTUS
730
Flow Traders U.S.
New York
– -$2.61M -25,813 Closed
HF
731
HRT Financial
New York
– -$1.48M -14,642 Closed
YIH
732
Y-Intercept (HK)
Hong Kong
– -$742K -7,351 Closed
APCM
733
Alaska Permanent Capital Management
Alaska
– -$517K -5,128 Closed
AMCA
734
Arthur M. Cohen & Associates
Illinois
– -$331K -3,280 Closed
Renaissance Technologies
735
Renaissance Technologies
New York
– -$283K -2,800 Closed
DJYG
736
David J. Yvars Group
Florida
– -$273K -2,700 Closed
SG
737
StoneX Group
New York
– -$257K -2,538 Closed
WB
738
West Bancorporation
Iowa
– -$223K -2,211 Closed
WCP
739
Wick Capital Partners
Pennsylvania
– -$221K -2,193 Closed
PSF
740
Pacific Sun Financial
California
– -$213K -2,110 Closed
AI
741
Accredited Investors
Minnesota
– -$209K -2,074 Closed
GCM
742
Gables Capital Management
Florida
– -$151K -1,500 Closed
BAAM
743
Baker Avenue Asset Management
California
– -$110K -1,092 Closed
CIA
744
Choate Investment Advisors
Massachusetts
– -$83.8K -830 Closed
RIA
745
Realta Investment Advisors
Delaware
– -$78K -728 Closed
CSPIA
746
Cary Street Partners Investment Advisory
Virginia
– -$62.6K -620 Closed
RFA
747
Resurgent Financial Advisors
Georgia
– -$61.5K -609 Closed
FIA
748
FNY Investment Advisers
New York
– -$60K -600 Closed
RW
749
RVW Wealth
California
– -$60.6K -600 Closed
EARNEST Partners
750
EARNEST Partners
Georgia
– -$56.6K -561 Closed
27 28 29
30
31