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iShares S&P Mid-Cap 400 Value ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
76
Wealthspire Advisors (New York)
New York
$9.35M -$216K -1,895 -2%
Natixis Advisors
77
Natixis Advisors
Massachusetts
$8.69M -$341K -2,993 -4%
Betterment LLC
78
Betterment LLC
New York
$8.57M +$1.02M +8,911 +13%
AWS
79
Atria Wealth Solutions
New York
$8.56M +$163K +1,430 +2%
GSWM
80
Greenup Street Wealth Management
Michigan
$8.26M +$312K +2,732 +4%
MCCA
81
Mill Creek Capital Advisors
Pennsylvania
$8.24M -$4.79K -42 -0.1%
Corient Private Wealth
82
Corient Private Wealth
Florida
$8.19M +$4.18M +36,629 +104%
GLA
83
Great Lakes Advisors
Illinois
$8.06M -$143K -1,251 -2%
FHB
84
First Hawaiian Bank
Hawaii
$7.96M -$77.1K -676 -1%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$7.81M -$326K -2,856 -4%
UWPG
86
Ullmann Wealth Partners Group
Florida
$7.77M -$1.25M -10,918 -14%
OFG
87
Omega Financial Group
California
$7.61M +$562K +4,926 +8%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$7.32M -$288K -2,525 -4%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$7.22M +$1.16M +10,150 +19%
MML Investors Services
90
MML Investors Services
Massachusetts
$7.2M +$94.9K +832 +1%
CIC
91
Chilton Investment Company
Connecticut
$7.19M
MWM
92
Merriman Wealth Management
Washington
$7.04M -$64.8K -568 -0.9%
GT
93
Greenleaf Trust
Michigan
$7.03M +$991K +8,687 +16%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$7.01M +$697K +6,114 +11%
MGIA
95
Moneta Group Investment Advisors
Missouri
$6.86M +$118K +1,036 +2%
OCM
96
One Capital Management
California
$6.75M +$705K +6,182 +12%
LWP
97
LMG Wealth Partners
Louisiana
$6.55M -$3.54K -31 -0.1%
ABC
98
Associated Banc-Corp
Wisconsin
$6.39M +$1.31M +11,465 +26%
ADL
99
Asset Dedication LLC
California
$6.35M -$87.2K -765 -1%
PFS
100
Prospera Financial Services
Texas
$6.33M +$4.46M +39,075 +238%