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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
CFB
5
Cullen/Frost Bankers
Texas
$45.8M

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 %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$7.98M 74,525 -19,063 -20%
HFG
77
Heron Financial Group
New York
$7.96M 74,264 -3,441 -4%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$7.88M 73,520 +3,248 +5%
KAS
79
Kestra Advisory Services
Texas
$7.65M 71,411 -36,131 -34%
FHB
80
First Hawaiian Bank
Hawaii
$7.65M 71,395 -4,592 -6%
GLA
81
Great Lakes Advisors
Illinois
$7.63M 71,184 +896 +1%
CCWM
82
Cassaday & Co Wealth Management
Virginia
$7.6M 70,902 -2,817 -4%
CAN
83
Cetera Advisor Networks
California
$7.53M 70,289 -31,946 -31%
MML Investors Services
84
MML Investors Services
Massachusetts
$7.39M 68,956 +13,270 +24%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$7.23M 67,527 -3,493 -5%
AWS
86
Atria Wealth Solutions
New York
$7.12M 66,467 +5,925 +10%
Betterment LLC
87
Betterment LLC
New York
$6.95M 64,904 +4,929 +8%
MWM
88
Merriman Wealth Management
Washington
$6.81M 63,548 -1,950 -3%
CIC
89
Chilton Investment Company
Connecticut
$6.76M 63,073 – –
OFG
90
Omega Financial Group
California
$6.72M 62,720 -3,241 -5%
RFM
91
Royal Fund Management
Florida
$6.67M 62,252 -1,473 -2%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$6.17M 57,558 -2,980 -5%
GSWM
93
Greenup Street Wealth Management
Michigan
$6.13M 57,225 +9,869 +21%
ADL
94
Asset Dedication LLC
California
$6.12M 57,197 +1,363 +2%
LWP
95
LMG Wealth Partners
Louisiana
$6.08M 56,740 -200 -0.4%
RFC
96
Regions Financial Corp
Alabama
$5.93M 55,349 -108 -0.2%
MGIA
97
Moneta Group Investment Advisors
Missouri
$5.88M 54,905 +10,523 +24%
FCFC
98
First Citizens Financial Corp
Iowa
$5.75M 53,673 +53,673 New
CIBC World Market
99
CIBC World Market
Ontario, Canada
$5.69M 53,121 +870 +2%
GT
100
Greenleaf Trust
Michigan
$5.67M 52,904 -1,377 -3%
2 3
4
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