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

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

Top Buyers

1
LPL Financial
1
LPL Financial
California
$86.2M
2
WAS
2
Wealth Advisory Solutions
Indiana
$33.5M
3
WIA
3
World Investment Advisors
California
$18.3M
4
Comerica Bank
4
Comerica Bank
Texas
$13.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$229M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$26.3M
3
Wells Fargo
3
Wells Fargo
California
$404M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$173M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$338M
Name Market Value Shares Shares
Change 		Shares
Change %
WANY
76
Wealthspire Advisors (New York)
New York
$8.46M 83,866 +70,863 +545%
KAS
77
Kestra Advisory Services
Texas
$8.19M 81,150 +9,739 +14%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$8M 79,212 -22 -0%
FHC
79
First Heartland Consultants
Missouri
$7.99M 79,172 +52,652 +199%
UWPG
80
Ullmann Wealth Partners Group
Florida
$7.97M 79,011 -13,064 -14%
AWS
81
Atria Wealth Solutions
New York
$7.46M 73,621 +7,154 +11%
MCCA
82
Mill Creek Capital Advisors
Pennsylvania
$7.29M 72,268 -3,150 -4%
GLA
83
Great Lakes Advisors
Illinois
$7.26M 71,890 +706 +1%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$7.2M 71,309 -3,216 -4%
FHB
85
First Hawaiian Bank
Hawaii
$7.11M 70,481 -914 -1%
GSWM
86
Greenup Street Wealth Management
Michigan
$7.03M 69,690 +12,465 +22%
CCWM
87
Cassaday & Co Wealth Management
Virginia
$7M 69,398 -1,504 -2%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$6.73M 66,689 -6,831 -9%
Betterment LLC
89
Betterment LLC
New York
$6.69M 66,272 +1,368 +2%
CIC
90
Chilton Investment Company
Connecticut
$6.37M 63,073 – –
MML Investors Services
91
MML Investors Services
Massachusetts
$6.29M 62,342 -6,614 -10%
MWM
92
Merriman Wealth Management
Washington
$6.29M 62,261 -1,287 -2%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$6.25M 61,871 -5,656 -8%
OFG
94
Omega Financial Group
California
$6.24M 61,839 -881 -1%
BMCM
95
Bryn Mawr Capital Management
Pennsylvania
$6.02M 59,657 +18,334 +44%
MGIA
96
Moneta Group Investment Advisors
Missouri
$5.97M 59,104 +4,199 +8%
CAN
97
Cetera Advisor Networks
California
$5.93M 58,734 -11,555 -16%
RFC
98
Regions Financial Corp
Alabama
$5.84M 57,908 +2,559 +5%
LWP
99
LMG Wealth Partners
Louisiana
$5.8M 57,496 +756 +1%
ADL
100
Asset Dedication LLC
California
$5.7M 56,479 -718 -1%
2 3
4
5 6