iShares S&P Mid-Cap 400 Value ETF
623 hedge funds and large institutions have $4.33B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 197 increasing their positions, 202 reducing their positions, and 45 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
16% less funds holding in top 10
Funds holding in top 10: 31 → 26 (-5)
22% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 45
Holders
623
Holding in Top 10
26
Calls
$252K
Puts
–
Top Buyers
| 1 | +$22.9M | |
| 2 | +$14.2M | |
| 3 | +$11.3M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$9.7M |
| 5 |
Bank of New York Mellon
New York
|
+$8.36M |
Top Sellers
| 1 | -$69.1M | |
| 2 | -$37.2M | |
| 3 | -$23.7M | |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$20.4M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$14.3M |