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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
KWMG
126
King Wealth Management Group
Florida
$4.37M -$168K -1,571 -4%
SEIA
127
Signature Estate & Investment Advisors
California
$4.37M +$124K +1,161 +3%
CA
128
Centerpoint Advisors
Massachusetts
$4.33M -$87.1K -813 -2%
GIM
129
Goelzer Investment Management
Indiana
$4.21M -$263K -2,457 -6%
SCM
130
SOL Capital Management
Maryland
$4.16M +$185K +1,725 +5%
CFG
131
Cosner Financial Group
Colorado
$4.15M +$4.15M +38,734 New
BOS
132
Bank of Stockton
California
$4.14M -$3K -28 -0.1%
Jane Street
133
Jane Street
New York
$4.13M +$1.58M +14,745 +62%
GW
134
GW & Wade
Massachusetts
$4.07M +$154K +1,435 +4%
CIAS
135
CFS Investment Advisory Services
New Jersey
$4.05M -$6.43K -60 -0.2%
CWM
136
Cranbrook Wealth Management
Michigan
$3.98M -$52.3K -488 -1%
SC
137
Sierra Capital
Florida
$3.93M +$8.79K +82 +0.2%
SFG
138
SNS Financial Group
Minnesota
$3.82M +$28.2K +263 +0.7%
CCM
139
Coldstream Capital Management
Washington
$3.77M -$9.54K -89 -0.3%
RWA
140
River Wealth Advisors
Pennsylvania
$3.68M -$66.4K -620 -2%
CAM
141
Cozad Asset Management
Illinois
$3.67M +$1.41M +13,167 +63%
LC
142
LTG Capital
Massachusetts
$3.65M -$16.7K -156 -0.5%
Members Trust
143
Members Trust
Florida
$3.53M -$709K -6,621 -17%
Corient Private Wealth
144
Corient Private Wealth
Florida
$3.47M +$63.3K +591 +2%
ITB
145
Idaho Trust Bank
Idaho
$3.44M +$3.44M +32,084 New
VW
146
Vance Wealth
California
$3.43M +$1M +9,369 +41%
MA
147
Mutual Advisors
Nebraska
$3.31M +$3.09M +28,814 +1,382%
PFM
148
Phillips Financial Management
Indiana
$3.29M -$1.24M -11,583 -27%
NF
149
Nikulski Financial
Iowa
$3.27M -$32.9K -307 -1%
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$3.25M +$3.25M +30,341 New
4 5
6
7 8