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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
KBC
4
Key Bridge Compliance
$15.8M
5
Comerica Bank
5
Comerica Bank
Texas
$13.5M

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 %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$5.58M 55,322 -2,236 -4%
CFG
102
Cosner Financial Group
Colorado
$5.53M 54,797 +16,063 +41%
CIBC World Market
103
CIBC World Market
Ontario, Canada
$5.37M 53,171 +50 +0.1%
OCM
104
One Capital Management
California
$5.35M 52,965 +712 +1%
GT
105
Greenleaf Trust
Michigan
$5.34M 52,946 +42 +0.1%
E
106
ETFidea
New York
$5.14M 50,896 -271 -0.5%
FCFC
107
First Citizens Financial Corp
Iowa
$5.1M 50,575 -3,098 -6%
OFS
108
Oldfather Financial Services
Nebraska
$4.98M 49,366 +1,839 +4%
BCM
109
Becker Capital Management
Oregon
$4.95M 48,804 – –
NAM
110
NorthCrest Asset Manangement
Minnesota
$4.78M 47,389 -544 -1%
IF
111
Ironwood Financial
Arizona
$4.75M 47,052 -449 -0.9%
HCM
112
Hudson Capital Management
New Jersey
$4.71M 46,677 -759 -2%
CAM
113
Campion Asset Management
Virginia
$4.62M 45,781 +233 +0.5%
BFM
114
Broadview Financial Management
Wisconsin
$4.61M 45,713 -279 -0.6%
DI
115
DDFG Inc
California
$4.57M 45,322 -989 -2%
ABC
116
Associated Banc-Corp
Wisconsin
$4.5M 44,536 +2,218 +5%
PAI
117
Pittenger & Anderson Inc
Nebraska
$4.48M 44,390 – –
IFS
118
Ifrah Financial Services
Arkansas
$4.48M 44,344 +678 +2%
CPSAC
119
Chas P. Smith & Associates (CPS)
Florida
$4.45M 44,051 -2,655 -6%
JFA
120
JNBA Financial Advisors
Minnesota
$4.44M 44,031 -423 -1%
HNB
121
Huntington National Bank
Ohio
– – – –
FWMM
122
Foundation Wealth Management (Missouri)
Missouri
$4.3M 42,647 -4,673 -10%
JAG
123
Journey Advisory Group
Kentucky
$4.24M 41,981 +813 +2%
PAG
124
Private Advisor Group
New Jersey
$4.18M 41,379 +343 +0.8%
SEIA
125
Signature Estate & Investment Advisors
California
$4.12M 40,844 +84 +0.2%
3 4
5
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