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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
FCFC
5
First Citizens Financial Corp
Iowa
$5.75M

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 %
OCM
101
One Capital Management
California
$5.6M 52,253 +6,937 +15%
E
102
ETFidea
New York
$5.48M 51,167 -479 -0.9%
HNB
103
Huntington National Bank
Ohio
– – – –
BCM
104
Becker Capital Management
Oregon
$5.23M 48,804 – –
NAM
105
NorthCrest Asset Manangement
Minnesota
$5.14M 47,933 -324 -0.7%
OFS
106
Oldfather Financial Services
Nebraska
$5.09M 47,527 +2,737 +6%
IF
107
Ironwood Financial
Arizona
$5.09M 47,501 +367 +0.8%
HCM
108
Hudson Capital Management
New Jersey
$5.08M 47,436 -1,853 -4%
FWMM
109
Foundation Wealth Management (Missouri)
Missouri
$5.07M 47,320 +5,488 +13%
CPSAC
110
Chas P. Smith & Associates (CPS)
Florida
$5M 46,706 -670 -1%
AWM
111
AE Wealth Management
Kansas
$4.97M 46,426 -26,228 -36%
DI
112
DDFG Inc
California
$4.96M 46,311 +178 +0.4%
BFM
113
Broadview Financial Management
Wisconsin
$4.93M 45,992 +162 +0.4%
CAM
114
Campion Asset Management
Virginia
$4.88M 45,548 -5 -0%
JFA
115
JNBA Financial Advisors
Minnesota
$4.76M 44,454 -24 -0.1%
PAI
116
Pittenger & Anderson Inc
Nebraska
$4.76M 44,390 – –
IFS
117
Ifrah Financial Services
Arkansas
$4.68M 43,666 +98 +0.2%
ABC
118
Associated Banc-Corp
Wisconsin
$4.53M 42,318 +2,997 +8%
PAG
119
Private Advisor Group
New Jersey
$4.45M 41,036 -21,920 -35%
Citadel Advisors
120
Citadel Advisors
Florida
$4.44M 41,477 -9,394 -18%
BMCM
121
Bryn Mawr Capital Management
Pennsylvania
$4.43M 41,323 -4,412 -10%
SS
122
Simplicity Solutions
Minnesota
$4.42M 41,272 -72,235 -64%
BFG
123
Bleakley Financial Group
New Jersey
$4.42M 41,272 -508 -1%
JAG
124
Journey Advisory Group
Kentucky
$4.41M 41,168 -2,300 -5%
AAS
125
Avantax Advisory Services
Texas
$4.38M 40,902 +2,493 +6%
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5
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